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
1626
$1.06M ﹤0.01%
100,816
-2,089
1627
$1.06M ﹤0.01%
95,837
+47,304
1628
$1.06M ﹤0.01%
7,745
+905
1629
$1.06M ﹤0.01%
8,681
-22,533
1630
$1.06M ﹤0.01%
26,435
+5,828
1631
$1.05M ﹤0.01%
7,720
+100
1632
$1.05M ﹤0.01%
65,554
-7,194
1633
$1.05M ﹤0.01%
103,054
-6,280
1634
$1.05M ﹤0.01%
82,250
-3,038
1635
$1.05M ﹤0.01%
38,721
-13,563
1636
$1.05M ﹤0.01%
6,817
+1,953
1637
$1.05M ﹤0.01%
18,193
-412
1638
$1.04M ﹤0.01%
+41,212
1639
$1.04M ﹤0.01%
50,615
+66
1640
$1.04M ﹤0.01%
51,944
+3,193
1641
$1.04M ﹤0.01%
28,165
+14,465
1642
$1.04M ﹤0.01%
15,851
-668
1643
$1.04M ﹤0.01%
44,005
+3,513
1644
$1.04M ﹤0.01%
39,964
-109,708
1645
$1.04M ﹤0.01%
+40,440
1646
$1.04M ﹤0.01%
+6,635
1647
$1.04M ﹤0.01%
22,611
+2,384
1648
$1.03M ﹤0.01%
18,491
-1,500
1649
$1.03M ﹤0.01%
86,237
+37,000
1650
$1.03M ﹤0.01%
+61,266
64 65
66
67 68