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
1551
$1.23M ﹤0.01%
58,498
+6,079
1552
$1.23M ﹤0.01%
+15,936
1553
$1.23M ﹤0.01%
52,883
+9,859
1554
$1.23M ﹤0.01%
12,001
+723
1555
$1.22M ﹤0.01%
96,475
+21,418
1556
$1.22M ﹤0.01%
+90,856
1557
$1.22M ﹤0.01%
+3,881
1558
$1.21M ﹤0.01%
22,688
+670
1559
$1.2M ﹤0.01%
96,426
+838
1560
$1.2M ﹤0.01%
62,530
-9,117
1561
$1.2M ﹤0.01%
71,393
+5,325
1562
$1.2M ﹤0.01%
27,443
-2,106
1563
$1.19M ﹤0.01%
36,008
+26,267
1564
$1.19M ﹤0.01%
+7,431
1565
$1.19M ﹤0.01%
11,050
+1,893
1566
$1.19M ﹤0.01%
38,344
+1,251
1567
$1.18M ﹤0.01%
+32,196
1568
$1.18M ﹤0.01%
39,312
+1,676
1569
$1.18M ﹤0.01%
50,997
-24,066
1570
$1.18M ﹤0.01%
50,100
1571
$1.18M ﹤0.01%
27,819
-5
1572
$1.18M ﹤0.01%
29,366
+410
1573
$1.18M ﹤0.01%
19,748
-9,381
1574
$1.17M ﹤0.01%
44,409
+22,556
1575
$1.17M ﹤0.01%
21,436
-2,590
61 62
63
64 65