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
1476
$1.37M ﹤0.01%
9,511
-25
1477
$1.37M ﹤0.01%
28,338
+3,397
1478
$1.37M ﹤0.01%
+13,689
1479
$1.37M ﹤0.01%
18,094
-339
1480
$1.37M ﹤0.01%
51,661
+700
1481
$1.36M ﹤0.01%
76,297
+4,428
1482
$1.36M ﹤0.01%
35,395
+763
1483
$1.36M ﹤0.01%
29,741
-734
1484
$1.36M ﹤0.01%
17,120
+6,621
1485
$1.36M ﹤0.01%
58,180
+17,859
1486
$1.36M ﹤0.01%
12,754
+3,800
1487
$1.36M ﹤0.01%
166,024
+44,777
1488
$1.35M ﹤0.01%
27,998
-19,030
1489
$1.35M ﹤0.01%
44,740
+11,144
1490
$1.35M ﹤0.01%
8,659
-2,090
1491
$1.35M ﹤0.01%
27,677
-12,957
1492
$1.35M ﹤0.01%
32,807
-1,538
1493
$1.34M ﹤0.01%
36,080
-9,279
1494
$1.34M ﹤0.01%
14,994
1495
$1.34M ﹤0.01%
47,577
+11,963
1496
$1.34M ﹤0.01%
25,228
+5,407
1497
$1.34M ﹤0.01%
129,462
+69,678
1498
$1.33M ﹤0.01%
11,308
+5
1499
$1.33M ﹤0.01%
79,732
-283,402
1500
$1.33M ﹤0.01%
45,041
-59,645
58 59
60
61 62