Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$64M
2
+$60.5M
3
+$59.8M
4
PACW
PacWest Bancorp
PACW
+$30.9M
5
HBAN icon
Huntington Bancshares
HBAN
+$30.2M

Top Sells

1
+$53.6M
2
+$43.7M
3
+$35.5M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$28.4M
5
BMO icon
Bank of Montreal
BMO
+$27.7M

Sector Composition

1 Technology 13.3%
2 Healthcare 11.28%
3 Financials 11.03%
4 Industrials 8.48%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$955K ﹤0.01%
18,618
-41,897
1702
$953K ﹤0.01%
59,495
-650
1703
$952K ﹤0.01%
65,066
-4,346
1704
$952K ﹤0.01%
11,198
+2,360
1705
$949K ﹤0.01%
25,560
+14,580
1706
$947K ﹤0.01%
20,349
-12,098
1707
$947K ﹤0.01%
165,351
+6,677
1708
$941K ﹤0.01%
167,471
+8,464
1709
$940K ﹤0.01%
51,581
-2,747
1710
$939K ﹤0.01%
71,774
+8,926
1711
$937K ﹤0.01%
19,100
-13,060
1712
$936K ﹤0.01%
6,760
-305
1713
$935K ﹤0.01%
19,275
-1,205
1714
$934K ﹤0.01%
93,128
-4,296
1715
$934K ﹤0.01%
47,704
-3,035
1716
$934K ﹤0.01%
12,246
+669
1717
$933K ﹤0.01%
62,597
+5,786
1718
$931K ﹤0.01%
27,534
+15,998
1719
$931K ﹤0.01%
29,645
+548
1720
$930K ﹤0.01%
19,979
-13,355
1721
$929K ﹤0.01%
40,954
-15,664
1722
$929K ﹤0.01%
19,223
+7,357
1723
$928K ﹤0.01%
49,212
+655
1724
$927K ﹤0.01%
153,035
+40,268
1725
$926K ﹤0.01%
21,129
-8,442
67 68
69
70 71