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
1951
$658K ﹤0.01%
28,004
+2,172
1952
$657K ﹤0.01%
12,401
+872
1953
$654K ﹤0.01%
9,104
+6,026
1954
$651K ﹤0.01%
+35,864
1955
$650K ﹤0.01%
27,220
-3,175
1956
$650K ﹤0.01%
26,693
-970
1957
$648K ﹤0.01%
38,984
-500
1958
$647K ﹤0.01%
23,262
+6,267
1959
$646K ﹤0.01%
18,030
-493
1960
$646K ﹤0.01%
34,130
1961
$645K ﹤0.01%
2,643
-175
1962
$644K ﹤0.01%
7,500
+27
1963
$644K ﹤0.01%
3,311
-286
1964
$644K ﹤0.01%
27,681
-16,584
1965
$643K ﹤0.01%
6,322
-212
1966
$642K ﹤0.01%
10,162
-2,221
1967
$642K ﹤0.01%
14,666
+2,191
1968
$642K ﹤0.01%
52,348
-21,157
1969
$639K ﹤0.01%
10,664
-2,857
1970
$638K ﹤0.01%
25,612
+406
1971
$638K ﹤0.01%
26,354
+934
1972
$637K ﹤0.01%
8,725
+595
1973
$637K ﹤0.01%
4,943
+144
1974
$635K ﹤0.01%
30,080
-11,710
1975
$632K ﹤0.01%
12,550
+730
77 78
79
80 81