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
1326
$1.79M 0.01%
154,887
-212
1327
$1.78M 0.01%
245,345
+21,659
1328
$1.78M 0.01%
54,102
-5,420
1329
$1.78M 0.01%
47,149
-3,856
1330
$1.78M 0.01%
+25,525
1331
$1.77M 0.01%
77,234
+9,271
1332
$1.77M 0.01%
+30,577
1333
$1.77M 0.01%
65,409
+53,853
1334
$1.77M 0.01%
116,396
+26,205
1335
$1.77M 0.01%
21,865
-5,166
1336
$1.75M 0.01%
103,537
-433
1337
$1.75M 0.01%
25,571
-719
1338
$1.74M 0.01%
43,150
+2,843
1339
$1.74M 0.01%
6,033
+4,116
1340
$1.74M 0.01%
5,439
+377
1341
$1.74M 0.01%
40,361
+18,313
1342
$1.74M 0.01%
12,342
-1,242
1343
$1.73M 0.01%
46,702
-5,478
1344
$1.73M 0.01%
63,772
+2,679
1345
$1.73M ﹤0.01%
133,524
+40,835
1346
$1.72M ﹤0.01%
11,877
-32,974
1347
$1.71M ﹤0.01%
19,472
+5,412
1348
$1.71M ﹤0.01%
38,785
-3,541
1349
$1.7M ﹤0.01%
38,619
+433
1350
$1.7M ﹤0.01%
24,683
-8,299
52 53
54
55 56