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
1451
$1.46M ﹤0.01%
+79,884
1452
$1.44M ﹤0.01%
30,888
+3,638
1453
$1.43M ﹤0.01%
72,906
-212,551
1454
$1.43M ﹤0.01%
1,818
+171
1455
$1.43M ﹤0.01%
20,685
-1,831
1456
$1.43M ﹤0.01%
32,359
+1,932
1457
$1.43M ﹤0.01%
23,500
-1,594
1458
$1.43M ﹤0.01%
18,000
1459
$1.42M ﹤0.01%
+33,869
1460
$1.42M ﹤0.01%
66,525
-2,058
1461
$1.41M ﹤0.01%
51,196
-1,243
1462
$1.4M ﹤0.01%
23,480
-31
1463
$1.4M ﹤0.01%
84,208
-60,336
1464
$1.4M ﹤0.01%
15,883
-283
1465
$1.4M ﹤0.01%
143,940
+9,854
1466
$1.39M ﹤0.01%
404,145
1467
$1.39M ﹤0.01%
38,898
+6,160
1468
$1.39M ﹤0.01%
25,132
-2,143
1469
$1.39M ﹤0.01%
54,650
+16,903
1470
$1.38M ﹤0.01%
22,164
-11,063
1471
$1.38M ﹤0.01%
10,796
+2,884
1472
$1.38M ﹤0.01%
95,946
+17,731
1473
$1.38M ﹤0.01%
22,495
+1,635
1474
$1.38M ﹤0.01%
160,904
+1,488
1475
$1.37M ﹤0.01%
155,798
-1,999
57 58
59
60 61