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
1901
$713K ﹤0.01%
26,344
-4,397
1902
$710K ﹤0.01%
21,351
-413
1903
$708K ﹤0.01%
20,604
+5,565
1904
$708K ﹤0.01%
1,019
-19
1905
$707K ﹤0.01%
58,733
+2,914
1906
$706K ﹤0.01%
39,516
-3,772
1907
$706K ﹤0.01%
38,872
-1,721
1908
$705K ﹤0.01%
16,459
-2,804
1909
$704K ﹤0.01%
12,161
+1,880
1910
$703K ﹤0.01%
14,293
+5,608
1911
$703K ﹤0.01%
5,263
+1,430
1912
$702K ﹤0.01%
8,162
+690
1913
$702K ﹤0.01%
+89,792
1914
$701K ﹤0.01%
20,297
+6,728
1915
$699K ﹤0.01%
232,532
-97,431
1916
$697K ﹤0.01%
11,453
+1,739
1917
$696K ﹤0.01%
34,643
+1,145
1918
$694K ﹤0.01%
16,889
-1,220
1919
$692K ﹤0.01%
16,844
-1,146
1920
$688K ﹤0.01%
37,731
-12,897
1921
$684K ﹤0.01%
13,459
+51
1922
$684K ﹤0.01%
60,335
+3,352
1923
$682K ﹤0.01%
35,768
-821
1924
$680K ﹤0.01%
31,498
-10,658
1925
$680K ﹤0.01%
+67,892
75 76
77
78 79