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
1501
$1.33M ﹤0.01%
23,584
+201
1502
$1.33M ﹤0.01%
31,275
+24,424
1503
$1.33M ﹤0.01%
52,590
-12,375
1504
$1.33M ﹤0.01%
15,204
-4,395
1505
$1.33M ﹤0.01%
75,332
+3,653
1506
$1.33M ﹤0.01%
21,112
+3,384
1507
$1.32M ﹤0.01%
22,865
+5,104
1508
$1.32M ﹤0.01%
31,365
-3,050
1509
$1.32M ﹤0.01%
134,906
+6,080
1510
$1.32M ﹤0.01%
25,858
+207
1511
$1.32M ﹤0.01%
82,297
-9,684
1512
$1.31M ﹤0.01%
45,513
+12,031
1513
$1.31M ﹤0.01%
11,704
+722
1514
$1.31M ﹤0.01%
17,045
+2,252
1515
$1.31M ﹤0.01%
99,547
+1,918
1516
$1.3M ﹤0.01%
30,088
+417
1517
$1.3M ﹤0.01%
98,279
-7,023
1518
$1.3M ﹤0.01%
79,863
-14,499
1519
$1.3M ﹤0.01%
25,245
+4,497
1520
$1.3M ﹤0.01%
38,853
-5,916
1521
$1.3M ﹤0.01%
28,821
-2,208
1522
$1.3M ﹤0.01%
45,636
-8,580
1523
$1.3M ﹤0.01%
76,575
+1,501
1524
$1.3M ﹤0.01%
23,181
+162
1525
$1.29M ﹤0.01%
233,231
-13,234
59 60
61
62 63