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
1426
$1.51M ﹤0.01%
80,578
+3,049
1427
$1.51M ﹤0.01%
54,985
+2,899
1428
$1.51M ﹤0.01%
31,754
-307
1429
$1.51M ﹤0.01%
48,812
1430
$1.5M ﹤0.01%
55,990
-3,567
1431
$1.5M ﹤0.01%
14,710
-1,373
1432
$1.5M ﹤0.01%
28,669
+7,341
1433
$1.49M ﹤0.01%
84,546
+25,878
1434
$1.49M ﹤0.01%
13,445
-180
1435
$1.49M ﹤0.01%
20,804
-685
1436
$1.49M ﹤0.01%
14,638
-354
1437
$1.49M ﹤0.01%
37,571
-214
1438
$1.49M ﹤0.01%
31,626
-7,259
1439
$1.49M ﹤0.01%
54,570
+3,742
1440
$1.48M ﹤0.01%
132,542
+44,823
1441
$1.48M ﹤0.01%
46,926
+1,060
1442
$1.48M ﹤0.01%
25,673
+4,571
1443
$1.48M ﹤0.01%
33,676
-257
1444
$1.48M ﹤0.01%
18,501
-17,282
1445
$1.48M ﹤0.01%
33,501
+7,132
1446
$1.48M ﹤0.01%
401,200
1447
$1.47M ﹤0.01%
71,092
+16,000
1448
$1.47M ﹤0.01%
129,089
+14,492
1449
$1.47M ﹤0.01%
43,076
-315
1450
$1.46M ﹤0.01%
17,946
+621
56 57
58
59 60