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
1676
$983K ﹤0.01%
9,664
+1,379
1677
$982K ﹤0.01%
62,548
-24,725
1678
$980K ﹤0.01%
20,864
+15,484
1679
$979K ﹤0.01%
36,090
-43,287
1680
$978K ﹤0.01%
10,252
+2,940
1681
$978K ﹤0.01%
30,947
-27,466
1682
$972K ﹤0.01%
25,409
-225
1683
$972K ﹤0.01%
85,156
+10,278
1684
$972K ﹤0.01%
11,682
-1,052
1685
$971K ﹤0.01%
65,593
+741
1686
$970K ﹤0.01%
19,016
+5,431
1687
$970K ﹤0.01%
68,123
-10,829
1688
$970K ﹤0.01%
38,826
+7,909
1689
$969K ﹤0.01%
110,000
1690
$968K ﹤0.01%
49,039
1691
$968K ﹤0.01%
27,078
+3,081
1692
$968K ﹤0.01%
67,838
+7,654
1693
$967K ﹤0.01%
30,667
-16,721
1694
$966K ﹤0.01%
21,838
+6,785
1695
$965K ﹤0.01%
16,198
-1,453
1696
$961K ﹤0.01%
49,945
+1,267
1697
$961K ﹤0.01%
23,194
-553
1698
$960K ﹤0.01%
46,975
+33
1699
$959K ﹤0.01%
20,438
-926
1700
$959K ﹤0.01%
44,773
-2,503
66 67
68
69 70