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
1401
$1.57M ﹤0.01%
52,783
+2,796
1402
$1.57M ﹤0.01%
202,357
+10,229
1403
$1.57M ﹤0.01%
33,113
-957
1404
$1.57M ﹤0.01%
23,623
-513
1405
$1.57M ﹤0.01%
22,076
+6,805
1406
$1.56M ﹤0.01%
73,489
+8,679
1407
$1.56M ﹤0.01%
105,215
+8,589
1408
$1.56M ﹤0.01%
122,436
+23,690
1409
$1.56M ﹤0.01%
34,858
+11,641
1410
$1.55M ﹤0.01%
156,315
+52,409
1411
$1.55M ﹤0.01%
77,940
+31,900
1412
$1.54M ﹤0.01%
41,180
+8,952
1413
$1.54M ﹤0.01%
47,888
+7,749
1414
$1.54M ﹤0.01%
122,344
-75
1415
$1.54M ﹤0.01%
22,960
+1,734
1416
$1.53M ﹤0.01%
29,297
-9,924
1417
$1.53M ﹤0.01%
53,974
+4,546
1418
$1.53M ﹤0.01%
78,706
+11,075
1419
$1.53M ﹤0.01%
144,694
+15,430
1420
$1.52M ﹤0.01%
40,069
+2,560
1421
$1.52M ﹤0.01%
21,393
-764
1422
$1.51M ﹤0.01%
119,469
-28,740
1423
$1.51M ﹤0.01%
82,288
+4,818
1424
$1.51M ﹤0.01%
75,905
-222,745
1425
$1.51M ﹤0.01%
34,720
55 56
57
58 59