Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$64M
2
+$60.5M
3
+$59.8M
4
PACW
PacWest Bancorp
PACW
+$30.9M
5
HBAN icon
Huntington Bancshares
HBAN
+$30.2M

Top Sells

1
+$53.6M
2
+$43.7M
3
+$35.5M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$28.4M
5
BMO icon
Bank of Montreal
BMO
+$27.7M

Sector Composition

1 Technology 13.3%
2 Healthcare 11.28%
3 Financials 11.03%
4 Industrials 8.48%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$1.7M ﹤0.01%
+63,408
1352
$1.7M ﹤0.01%
73,623
+281
1353
$1.68M ﹤0.01%
92,943
+452
1354
$1.68M ﹤0.01%
38,520
+89
1355
$1.68M ﹤0.01%
118,436
+3,352
1356
$1.68M ﹤0.01%
83,201
-26,922
1357
$1.67M ﹤0.01%
21,601
+1,075
1358
$1.67M ﹤0.01%
105,053
+7,330
1359
$1.67M ﹤0.01%
31,897
-5,000
1360
$1.67M ﹤0.01%
64,267
+3,550
1361
$1.67M ﹤0.01%
67,047
-476
1362
$1.66M ﹤0.01%
29,255
-707
1363
$1.66M ﹤0.01%
173,618
1364
$1.66M ﹤0.01%
173,853
-14,654
1365
$1.66M ﹤0.01%
43,439
-560
1366
$1.66M ﹤0.01%
150,738
+17,671
1367
$1.66M ﹤0.01%
17,080
-2,876
1368
$1.66M ﹤0.01%
68,871
-53,594
1369
$1.65M ﹤0.01%
19,400
-1,979
1370
$1.65M ﹤0.01%
22,838
+13,480
1371
$1.65M ﹤0.01%
27,014
-558
1372
$1.65M ﹤0.01%
+77,109
1373
$1.65M ﹤0.01%
31,690
+6,860
1374
$1.65M ﹤0.01%
32,693
-6,187
1375
$1.65M ﹤0.01%
135,715
+1,177
53 54
55
56 57