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
1576
$1.17M ﹤0.01%
18,543
-328
1577
$1.17M ﹤0.01%
117,472
-824
1578
$1.17M ﹤0.01%
10,149
+2,274
1579
$1.17M ﹤0.01%
11,535
-93,452
1580
$1.17M ﹤0.01%
58,291
+10,134
1581
$1.17M ﹤0.01%
8,300
-88
1582
$1.16M ﹤0.01%
25,436
-1,981
1583
$1.16M ﹤0.01%
183,552
+12,509
1584
$1.16M ﹤0.01%
42,642
+13,527
1585
$1.16M ﹤0.01%
13,178
-257,202
1586
$1.16M ﹤0.01%
6,239
-2
1587
$1.15M ﹤0.01%
19,424
+846
1588
$1.15M ﹤0.01%
103,350
-39,499
1589
$1.15M ﹤0.01%
26,866
-46
1590
$1.14M ﹤0.01%
20,320
+535
1591
$1.14M ﹤0.01%
50,250
-25,000
1592
$1.14M ﹤0.01%
8,818
+102
1593
$1.14M ﹤0.01%
114,537
-3,253
1594
$1.14M ﹤0.01%
33,831
+7,868
1595
$1.13M ﹤0.01%
7,164
+316
1596
$1.13M ﹤0.01%
+12,483
1597
$1.13M ﹤0.01%
24,329
+1,066
1598
$1.13M ﹤0.01%
18,827
-593
1599
$1.12M ﹤0.01%
45,763
+8,688
1600
$1.12M ﹤0.01%
51,338
+2,160
62 63
64
65 66