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
1851
$763K ﹤0.01%
31,942
+8,058
1852
$762K ﹤0.01%
+12,720
1853
$760K ﹤0.01%
9,942
+5,767
1854
$757K ﹤0.01%
+29,857
1855
$754K ﹤0.01%
23,583
-145
1856
$753K ﹤0.01%
18,412
-280,454
1857
$752K ﹤0.01%
19,048
-40,333
1858
$752K ﹤0.01%
96,350
+11,722
1859
$751K ﹤0.01%
+50,000
1860
$751K ﹤0.01%
30,500
+1,000
1861
$751K ﹤0.01%
102,910
+915
1862
$750K ﹤0.01%
27,186
+4,004
1863
$750K ﹤0.01%
5,757
-109
1864
$749K ﹤0.01%
9,177
+900
1865
$747K ﹤0.01%
25,921
+2,639
1866
$746K ﹤0.01%
60,749
+231
1867
$746K ﹤0.01%
15,763
-1,262
1868
$746K ﹤0.01%
19,238
-28,690
1869
$744K ﹤0.01%
29,648
+448
1870
$744K ﹤0.01%
29,715
-261,119
1871
$743K ﹤0.01%
+53,519
1872
$740K ﹤0.01%
10,504
-11,966
1873
$739K ﹤0.01%
9,448
1874
$739K ﹤0.01%
18,582
+954
1875
$739K ﹤0.01%
5,752
+807
73 74
75
76 77