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
1976
$632K ﹤0.01%
19,190
-11,373
1977
$632K ﹤0.01%
34,026
+7,161
1978
$631K ﹤0.01%
+56,064
1979
$630K ﹤0.01%
4,560
+594
1980
$630K ﹤0.01%
+7,106
1981
$630K ﹤0.01%
16,578
+8,228
1982
$629K ﹤0.01%
27,799
+1,272
1983
$629K ﹤0.01%
25,636
+1,173
1984
$629K ﹤0.01%
23,172
-9,270
1985
$628K ﹤0.01%
+33,009
1986
$626K ﹤0.01%
20,265
+6,846
1987
$623K ﹤0.01%
13,971
+719
1988
$623K ﹤0.01%
24,370
+554
1989
$621K ﹤0.01%
+12,081
1990
$620K ﹤0.01%
40,454
+1,150
1991
$619K ﹤0.01%
19,821
+11,774
1992
$618K ﹤0.01%
35,000
-5,000
1993
$618K ﹤0.01%
+100,000
1994
$617K ﹤0.01%
9,834
-937
1995
$616K ﹤0.01%
+10,516
1996
$616K ﹤0.01%
36,909
+1,667
1997
$613K ﹤0.01%
+3,551
1998
$612K ﹤0.01%
32,355
+5,121
1999
$608K ﹤0.01%
14,761
-2,829
2000
$603K ﹤0.01%
53,572
-392
78 79
80
81 82