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
1276
$1.98M 0.01%
332,845
+126,229
1277
$1.97M 0.01%
163,105
+3,109
1278
$1.96M 0.01%
60,908
-27,371
1279
$1.96M 0.01%
61,682
-21,884
1280
$1.95M 0.01%
24,041
+1,922
1281
$1.95M 0.01%
60,644
+2,017
1282
$1.95M 0.01%
28,831
+5,983
1283
$1.94M 0.01%
25,759
+6,921
1284
$1.94M 0.01%
38,326
+26,762
1285
$1.94M 0.01%
53,558
+4,155
1286
$1.94M 0.01%
186,400
1287
$1.94M 0.01%
76,670
+14,695
1288
$1.94M 0.01%
+110,591
1289
$1.93M 0.01%
163,499
-2,446
1290
$1.93M 0.01%
50,869
+108
1291
$1.93M 0.01%
328,303
-2,619
1292
$1.92M 0.01%
59,993
-5,010
1293
$1.91M 0.01%
35,928
+1,629
1294
$1.9M 0.01%
18,872
+3,158
1295
$1.89M 0.01%
40,246
+12,605
1296
$1.89M 0.01%
18,632
+3,699
1297
$1.88M 0.01%
37,809
-336,496
1298
$1.88M 0.01%
55,753
+13,427
1299
$1.88M 0.01%
116,658
+4,165
1300
$1.87M 0.01%
45,965
+4,830
50 51
52
53 54