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
1601
$1.12M ﹤0.01%
42,140
+13,523
1602
$1.12M ﹤0.01%
11,985
-1,684
1603
$1.11M ﹤0.01%
62,862
-18,625
1604
$1.11M ﹤0.01%
31,326
-2,051
1605
$1.11M ﹤0.01%
36,148
+3,162
1606
$1.11M ﹤0.01%
10,280
+3
1607
$1.1M ﹤0.01%
125,000
1608
$1.1M ﹤0.01%
105,702
+8,433
1609
$1.1M ﹤0.01%
52,664
-14,531
1610
$1.1M ﹤0.01%
+11,621
1611
$1.1M ﹤0.01%
62,109
-1,443
1612
$1.1M ﹤0.01%
19,536
+6,448
1613
$1.09M ﹤0.01%
12,604
+248
1614
$1.09M ﹤0.01%
54,423
-650
1615
$1.09M ﹤0.01%
90,770
+5,060
1616
$1.08M ﹤0.01%
15,142
+1,409
1617
$1.08M ﹤0.01%
27,877
+2,589
1618
$1.08M ﹤0.01%
47,045
-3,825
1619
$1.08M ﹤0.01%
16,361
-315
1620
$1.07M ﹤0.01%
10,691
-1,149
1621
$1.07M ﹤0.01%
44,311
+2,374
1622
$1.07M ﹤0.01%
62,450
-24,505
1623
$1.07M ﹤0.01%
38,304
+29,190
1624
$1.07M ﹤0.01%
38,418
+581
1625
$1.07M ﹤0.01%
35,723
+3,081
63 64
65
66 67