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
1301
$1.86M 0.01%
30,209
+6,379
1302
$1.86M 0.01%
111,524
-8,301
1303
$1.86M 0.01%
33,965
-1,011
1304
$1.86M 0.01%
61,201
+3,352
1305
$1.85M 0.01%
80,147
+22,188
1306
$1.85M 0.01%
108,691
+3,165
1307
$1.84M 0.01%
41,592
-5,656
1308
$1.83M 0.01%
11,995
-42
1309
$1.83M 0.01%
37,872
+4,390
1310
$1.82M 0.01%
66,991
+24,460
1311
$1.82M 0.01%
+75,728
1312
$1.82M 0.01%
41,760
-14,671
1313
$1.81M 0.01%
29,840
+5,097
1314
$1.81M 0.01%
24,031
+2,095
1315
$1.81M 0.01%
15,219
+11,281
1316
$1.81M 0.01%
21,552
-4,132
1317
$1.81M 0.01%
61,277
+15,232
1318
$1.8M 0.01%
74,130
+15,518
1319
$1.79M 0.01%
66,806
+39,080
1320
$1.79M 0.01%
10,017
+1,101
1321
$1.79M 0.01%
103,255
-5,148
1322
$1.79M 0.01%
26,297
-14
1323
$1.79M 0.01%
+73,549
1324
$1.79M 0.01%
77,946
-3,282
1325
$1.79M 0.01%
45,688
+40,996
51 52
53
54 55