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
2051
$538K ﹤0.01%
11,310
+4,254
2052
$537K ﹤0.01%
18,495
-7,139
2053
$536K ﹤0.01%
61,578
+4,591
2054
$534K ﹤0.01%
+9,705
2055
$534K ﹤0.01%
29,171
-47
2056
$533K ﹤0.01%
21,216
+7,638
2057
$531K ﹤0.01%
21,051
+4,315
2058
$530K ﹤0.01%
7,223
+602
2059
$530K ﹤0.01%
24,806
+303
2060
$528K ﹤0.01%
9,302
+268
2061
$527K ﹤0.01%
9,639
+96
2062
$527K ﹤0.01%
28,080
-18,478
2063
$527K ﹤0.01%
9,635
-462
2064
$526K ﹤0.01%
31,858
+9,314
2065
$526K ﹤0.01%
17,902
-585
2066
$525K ﹤0.01%
27,967
-15,047
2067
$525K ﹤0.01%
608
-17
2068
$524K ﹤0.01%
19,338
+400
2069
$519K ﹤0.01%
77,300
-1,117
2070
$518K ﹤0.01%
3,588
+64
2071
$518K ﹤0.01%
22,126
-432
2072
$518K ﹤0.01%
31,106
2073
$518K ﹤0.01%
28,858
-99,088
2074
$516K ﹤0.01%
5,300
-604
2075
$513K ﹤0.01%
+7,929
81 82
83
84 85