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
1826
$795K ﹤0.01%
14,292
+2,928
1827
$795K ﹤0.01%
9,842
+684
1828
$795K ﹤0.01%
23,415
+505
1829
$794K ﹤0.01%
16,507
-1,430
1830
$794K ﹤0.01%
10,642
-895
1831
$792K ﹤0.01%
42,441
-1,062
1832
$789K ﹤0.01%
41,420
+3,497
1833
$789K ﹤0.01%
41,770
-3,212
1834
$786K ﹤0.01%
8,075
+2,121
1835
$782K ﹤0.01%
3,421
-559
1836
$781K ﹤0.01%
5,845
-3,625
1837
$780K ﹤0.01%
11,120
-1,597
1838
$780K ﹤0.01%
15,000
-4,303
1839
$779K ﹤0.01%
6,300
+181
1840
$776K ﹤0.01%
+16,239
1841
$775K ﹤0.01%
31,202
-732
1842
$774K ﹤0.01%
43,713
-1,047
1843
$774K ﹤0.01%
15,733
+1,483
1844
$773K ﹤0.01%
18,445
-54,639
1845
$773K ﹤0.01%
47,256
1846
$765K ﹤0.01%
16,559
+9,210
1847
$765K ﹤0.01%
28,840
1848
$765K ﹤0.01%
9,266
+3,492
1849
$765K ﹤0.01%
21,590
+60
1850
$764K ﹤0.01%
21,215
+510
72 73
74
75 76