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
151
$54.4M 0.16%
347,324
+1,831
152
$53.4M 0.15%
366,017
+8,303
153
$53.3M 0.15%
279,271
-52,043
154
$53.2M 0.15%
882,192
-4,107
155
$52.9M 0.15%
287,491
-102,071
156
$52M 0.15%
1,284,242
+434,259
157
$51.9M 0.15%
693,764
+29,003
158
$51.8M 0.15%
399,419
+97,375
159
$51.3M 0.15%
662,537
+4,694
160
$50.6M 0.15%
915,003
+147,923
161
$50M 0.14%
367,313
-7,394
162
$49.9M 0.14%
939,885
-6,268
163
$49.8M 0.14%
267,873
+8,726
164
$49.2M 0.14%
1,316,440
+214,020
165
$48.9M 0.14%
441,778
+79,375
166
$48.3M 0.14%
835,019
-113,321
167
$48.2M 0.14%
548,852
+11,641
168
$48.1M 0.14%
286,699
+108
169
$47.2M 0.14%
713,436
-19,820
170
$46.8M 0.13%
514,146
-60,898
171
$46.8M 0.13%
422,041
+82,424
172
$46.2M 0.13%
173,450
+15,997
173
$45.5M 0.13%
554,440
+180,315
174
$45.3M 0.13%
779,652
-76,168
175
$45.1M 0.13%
963,525
+57,802
5 6
7
8 9