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
176
$44.9M 0.13%
317,629
-89,400
177
$44.6M 0.13%
919,470
+83,505
178
$44.5M 0.13%
348,336
+60,044
179
$43.5M 0.12%
1,839,394
+793,054
180
$43.2M 0.12%
297,888
+14,824
181
$42.7M 0.12%
241,478
+10,947
182
$41.5M 0.12%
470,664
+5,856
183
$41.1M 0.12%
288,875
-425
184
$40.8M 0.12%
810,023
+2,966
185
$40.8M 0.12%
272,630
+11,180
186
$40.3M 0.12%
1,653,828
+48,228
187
$40M 0.11%
848,861
+29,258
188
$39.9M 0.11%
1,081,948
+11,435
189
$39.7M 0.11%
246,654
+42,141
190
$39.2M 0.11%
626,945
+26,319
191
$38.9M 0.11%
443,683
+63,802
192
$38.4M 0.11%
131,181
-10,521
193
$38.1M 0.11%
343,739
+7,120
194
$37.8M 0.11%
594,879
+38,339
195
$37.8M 0.11%
249,522
+3,639
196
$37.7M 0.11%
1,695,376
-32,446
197
$37.3M 0.11%
688,816
+87,662
198
$37M 0.11%
447,417
+18,854
199
$36.7M 0.11%
134,004
+33,451
200
$36.5M 0.1%
509,435
+2,445
6 7
8
9 10