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
1926
$679K ﹤0.01%
+55,315
1927
$679K ﹤0.01%
15,897
+740
1928
$678K ﹤0.01%
50,986
-6,869
1929
$676K ﹤0.01%
15,002
-16
1930
$675K ﹤0.01%
17,571
+4,054
1931
$675K ﹤0.01%
17,400
+930
1932
$673K ﹤0.01%
37,519
+4,375
1933
$673K ﹤0.01%
6,380
1934
$673K ﹤0.01%
53,468
+11,526
1935
$671K ﹤0.01%
35,788
-1,650
1936
$670K ﹤0.01%
20,000
+1,434
1937
$670K ﹤0.01%
+30,307
1938
$669K ﹤0.01%
24,000
1939
$668K ﹤0.01%
+49,402
1940
$668K ﹤0.01%
37,529
-9,759
1941
$666K ﹤0.01%
11,066
+1,977
1942
$666K ﹤0.01%
33,278
-16,362
1943
$664K ﹤0.01%
16,407
-1,641
1944
$664K ﹤0.01%
58,948
+4,139
1945
$663K ﹤0.01%
8,110
+7
1946
$663K ﹤0.01%
401,923
-68,714
1947
$661K ﹤0.01%
51,155
-14,032
1948
$660K ﹤0.01%
17,469
+885
1949
$660K ﹤0.01%
5,225
1950
$658K ﹤0.01%
8,986
-2,845
76 77
78
79 80