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
2001
$594K ﹤0.01%
6,314
+966
2002
$590K ﹤0.01%
20,756
+3,717
2003
$590K ﹤0.01%
15,694
+2,204
2004
$589K ﹤0.01%
8,661
+366
2005
$589K ﹤0.01%
62,810
+23,970
2006
$588K ﹤0.01%
22,991
-3,236
2007
$588K ﹤0.01%
36,483
+666
2008
$588K ﹤0.01%
35,081
+5,006
2009
$585K ﹤0.01%
15,969
+1,106
2010
$585K ﹤0.01%
87,691
+396
2011
$585K ﹤0.01%
10,894
+517
2012
$585K ﹤0.01%
19,498
-25,183
2013
$584K ﹤0.01%
24,583
-4,788
2014
$582K ﹤0.01%
8,505
-2,608
2015
$582K ﹤0.01%
24,077
+300
2016
$582K ﹤0.01%
7,657
+194
2017
$581K ﹤0.01%
3,671
+43
2018
$581K ﹤0.01%
130,001
2019
$576K ﹤0.01%
25,459
+4,964
2020
$576K ﹤0.01%
5,196
+883
2021
$576K ﹤0.01%
21,933
-52
2022
$575K ﹤0.01%
+19,501
2023
$575K ﹤0.01%
33,722
-405
2024
$569K ﹤0.01%
27,819
+1,039
2025
$569K ﹤0.01%
35,701
-8,746
79 80
81
82 83