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
1876
$739K ﹤0.01%
4,236
+2,343
1877
$736K ﹤0.01%
12,179
+3,846
1878
$734K ﹤0.01%
30,123
-35,703
1879
$734K ﹤0.01%
122,370
1880
$732K ﹤0.01%
+87,157
1881
$732K ﹤0.01%
49,619
-1,719
1882
$731K ﹤0.01%
3,737
-9,846
1883
$730K ﹤0.01%
64,727
+1,626
1884
$728K ﹤0.01%
+32,972
1885
$727K ﹤0.01%
30,485
-1,400
1886
$726K ﹤0.01%
+38,960
1887
$724K ﹤0.01%
17,305
-175
1888
$722K ﹤0.01%
14,107
+2
1889
$722K ﹤0.01%
48,686
+11,964
1890
$720K ﹤0.01%
112,945
-48
1891
$719K ﹤0.01%
20,082
+2,301
1892
$719K ﹤0.01%
15,520
+1,106
1893
$719K ﹤0.01%
40,144
+29,793
1894
$719K ﹤0.01%
31,557
+5,475
1895
$718K ﹤0.01%
14,008
-662
1896
$717K ﹤0.01%
5,460
+1,363
1897
$717K ﹤0.01%
84,159
+2,311
1898
$714K ﹤0.01%
20,638
-607
1899
$714K ﹤0.01%
17,851
-13,070
1900
$713K ﹤0.01%
16,769
+2,040
74 75
76
77 78