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
1526
$1.29M ﹤0.01%
139,555
+2,417
1527
$1.28M ﹤0.01%
25,585
+6,893
1528
$1.28M ﹤0.01%
46,151
+3,653
1529
$1.27M ﹤0.01%
42,745
-32,013
1530
$1.27M ﹤0.01%
21,922
+736
1531
$1.27M ﹤0.01%
26,418
-72,896
1532
$1.27M ﹤0.01%
28,049
-835
1533
$1.26M ﹤0.01%
34,769
-152,977
1534
$1.26M ﹤0.01%
50,004
+13,777
1535
$1.26M ﹤0.01%
50,161
-106,805
1536
$1.26M ﹤0.01%
38,771
-1,551
1537
$1.26M ﹤0.01%
3,392
-207
1538
$1.25M ﹤0.01%
30,299
-900
1539
$1.25M ﹤0.01%
18,829
-2,770
1540
$1.25M ﹤0.01%
16,026
-3,428
1541
$1.25M ﹤0.01%
49,100
+13,854
1542
$1.25M ﹤0.01%
+32,454
1543
$1.25M ﹤0.01%
223,462
+19,865
1544
$1.24M ﹤0.01%
32,989
-464
1545
$1.24M ﹤0.01%
83,635
1546
$1.24M ﹤0.01%
32,183
+84
1547
$1.24M ﹤0.01%
89,929
+3,236
1548
$1.24M ﹤0.01%
14,301
+5,188
1549
$1.24M ﹤0.01%
180,219
-8,627
1550
$1.23M ﹤0.01%
55,031
+39,463
60 61
62
63 64