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
2151
$441K ﹤0.01%
5,538
-3,652
2152
$441K ﹤0.01%
17,129
+673
2153
$440K ﹤0.01%
110
+20
2154
$439K ﹤0.01%
9,264
-56
2155
$439K ﹤0.01%
18,231
+9
2156
$438K ﹤0.01%
3,909
-10
2157
$437K ﹤0.01%
+12,977
2158
$437K ﹤0.01%
3,916
-711
2159
$436K ﹤0.01%
13,485
-100
2160
$434K ﹤0.01%
18,184
-21,287
2161
$434K ﹤0.01%
16,910
-25
2162
$432K ﹤0.01%
25,916
+1,805
2163
$430K ﹤0.01%
9,303
+1,459
2164
$429K ﹤0.01%
8,700
+400
2165
$426K ﹤0.01%
9,791
-76
2166
$426K ﹤0.01%
25,370
-368,346
2167
$424K ﹤0.01%
17,616
-668
2168
$424K ﹤0.01%
7,209
+3,272
2169
$423K ﹤0.01%
7,747
-184
2170
$422K ﹤0.01%
32,000
+10,777
2171
$422K ﹤0.01%
18,851
+6,053
2172
$421K ﹤0.01%
14,874
-603
2173
$420K ﹤0.01%
13,076
+1,458
2174
$419K ﹤0.01%
32,833
+508
2175
$419K ﹤0.01%
14,450
-5,817
85 86
87
88 89