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
1726
$923K ﹤0.01%
25,110
-2,515
1727
$923K ﹤0.01%
11,540
-100
1728
$921K ﹤0.01%
6,482
+349
1729
$920K ﹤0.01%
26,388
-186
1730
$920K ﹤0.01%
25,619
+6,965
1731
$920K ﹤0.01%
14,407
+1,494
1732
$918K ﹤0.01%
59,235
+17,161
1733
$916K ﹤0.01%
142,299
+36,661
1734
$916K ﹤0.01%
76,278
-4,491
1735
$915K ﹤0.01%
20,108
-9,629
1736
$911K ﹤0.01%
125,090
-1,585
1737
$910K ﹤0.01%
51,111
-10,000
1738
$908K ﹤0.01%
17,029
+95
1739
$904K ﹤0.01%
45,941
-39,271
1740
$903K ﹤0.01%
22,195
+1,406
1741
$903K ﹤0.01%
54,303
+28,852
1742
$903K ﹤0.01%
64,361
-17,360
1743
$903K ﹤0.01%
50,898
-13,667
1744
$900K ﹤0.01%
12,130
-10,815
1745
$900K ﹤0.01%
19,715
+1,609
1746
$900K ﹤0.01%
13,081
-261
1747
$899K ﹤0.01%
15,284
+1,260
1748
$895K ﹤0.01%
227,930
+12,693
1749
$894K ﹤0.01%
9,664
-3,216
1750
$893K ﹤0.01%
38,448
-481
68 69
70
71 72