Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.9B
AUM Growth
+$2.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,904
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$60.2M
3
+$59.4M
4
PACW
PacWest Bancorp
PACW
+$29.3M
5
HBAN icon
Huntington Bancshares
HBAN
+$28.8M

Top Sells

1
+$56.3M
2
+$41.5M
3
+$36.3M
4
BMO icon
Bank of Montreal
BMO
+$28.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$28.4M

Sector Composition

1 Technology 13.3%
2 Healthcare 11.28%
3 Financials 11.02%
4 Industrials 8.47%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$2.06M 0.01%
279,563
-17,232
1252
$2.06M 0.01%
143,928
-67,962
1253
$2.06M 0.01%
30,116
+4,161
1254
$2.06M 0.01%
21,415
+4,939
1255
$2.05M 0.01%
27,071
+113
1256
$2.05M 0.01%
41,023
-127
1257
$2.05M 0.01%
27,191
+1,249
1258
$2.04M 0.01%
62,817
+1,121
1259
$2.04M 0.01%
79,368
+73,244
1260
$2.03M 0.01%
11,223
+6,470
1261
$2.03M 0.01%
68,787
+3,787
1262
$2.03M 0.01%
62,895
+3,760
1263
$2.02M 0.01%
32,247
-575
1264
$2M 0.01%
11,625
-3,364
1265
$2M 0.01%
+59,237
1266
$2M 0.01%
43,620
+15,120
1267
$2M 0.01%
28,560
+12,454
1268
$1.99M 0.01%
37,482
-123
1269
$1.99M 0.01%
100,866
-3,744
1270
$1.99M 0.01%
+68,757
1271
$1.99M 0.01%
54,898
+14,418
1272
$1.99M 0.01%
322,010
+24,236
1273
$1.99M 0.01%
44,367
-2,298
1274
$1.98M 0.01%
28,407
+122
1275
$1.98M 0.01%
40,454
+9,698
49 50
51
52 53