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
1801
$827K ﹤0.01%
70,646
-1,107
1802
$826K ﹤0.01%
71,286
-4,914
1803
$824K ﹤0.01%
+20,929
1804
$821K ﹤0.01%
172,621
-3,675
1805
$820K ﹤0.01%
11,746
+976
1806
$819K ﹤0.01%
34,351
+3,500
1807
$819K ﹤0.01%
21,874
+1,139
1808
$815K ﹤0.01%
52,533
-15,337
1809
$811K ﹤0.01%
25,113
-4,139
1810
$811K ﹤0.01%
60,019
+5,392
1811
$811K ﹤0.01%
138,620
+7,090
1812
$808K ﹤0.01%
36,040
-5,777
1813
$807K ﹤0.01%
23,009
-3,196
1814
$806K ﹤0.01%
16,582
-210
1815
$806K ﹤0.01%
+32,121
1816
$805K ﹤0.01%
45,363
+15,819
1817
$804K ﹤0.01%
88,124
-633
1818
$803K ﹤0.01%
+38,473
1819
$802K ﹤0.01%
9,188
+3,501
1820
$801K ﹤0.01%
+34,009
1821
$800K ﹤0.01%
17,221
+741
1822
$799K ﹤0.01%
18,928
+2,137
1823
$799K ﹤0.01%
42,754
+804
1824
$798K ﹤0.01%
69,174
-27,566
1825
$798K ﹤0.01%
24,743
+181
71 72
73
74 75