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
1376
$1.65M ﹤0.01%
155,909
+11,531
1377
$1.64M ﹤0.01%
93,878
+67,016
1378
$1.64M ﹤0.01%
10,581
+5,977
1379
$1.64M ﹤0.01%
12,677
-5,253
1380
$1.64M ﹤0.01%
72,994
+24,594
1381
$1.64M ﹤0.01%
42,779
+4,685
1382
$1.64M ﹤0.01%
52,092
+12,102
1383
$1.63M ﹤0.01%
59,650
-106,951
1384
$1.63M ﹤0.01%
97,293
+6,887
1385
$1.63M ﹤0.01%
12,242
+1,119
1386
$1.62M ﹤0.01%
12,192
-3,437
1387
$1.61M ﹤0.01%
116,576
+33,528
1388
$1.61M ﹤0.01%
49,595
-2,160
1389
$1.6M ﹤0.01%
226,856
+5,254
1390
$1.6M ﹤0.01%
170,158
+4,506
1391
$1.6M ﹤0.01%
100,454
+5,551
1392
$1.6M ﹤0.01%
21,225
-511
1393
$1.59M ﹤0.01%
30,539
+25,334
1394
$1.58M ﹤0.01%
19,838
+3,753
1395
$1.58M ﹤0.01%
40,592
-4,206
1396
$1.58M ﹤0.01%
29,858
-393
1397
$1.58M ﹤0.01%
143,617
-3,122
1398
$1.58M ﹤0.01%
116,592
-2,445
1399
$1.58M ﹤0.01%
128,118
+6,269
1400
$1.57M ﹤0.01%
+14,082
54 55
56
57 58