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
1651
$1.03M ﹤0.01%
14,021
-28,452
1652
$1.02M ﹤0.01%
36,135
-196
1653
$1.02M ﹤0.01%
56,272
1654
$1.02M ﹤0.01%
8,042
-36
1655
$1.02M ﹤0.01%
48,057
+7,282
1656
$1.01M ﹤0.01%
1,102
+162
1657
$1.01M ﹤0.01%
38,392
+7,666
1658
$1.01M ﹤0.01%
14,714
+1,170
1659
$1.01M ﹤0.01%
39,737
+17,678
1660
$1.01M ﹤0.01%
34,599
-14,966
1661
$1M ﹤0.01%
5,955
-1,009
1662
$1M ﹤0.01%
17,020
+1,954
1663
$1M ﹤0.01%
41,159
-56,728
1664
$1M ﹤0.01%
21,138
-1,147
1665
$1M ﹤0.01%
14,970
+772
1666
$999K ﹤0.01%
31,286
-271
1667
$996K ﹤0.01%
89,652
+1,236
1668
$993K ﹤0.01%
10,670
+7,524
1669
$993K ﹤0.01%
82,231
+2,566
1670
$990K ﹤0.01%
19,224
-2,719
1671
$990K ﹤0.01%
+12,844
1672
$990K ﹤0.01%
18,780
-11,046
1673
$986K ﹤0.01%
+38,926
1674
$985K ﹤0.01%
36,065
-2,513
1675
$985K ﹤0.01%
5,659
-16
65 66
67
68 69