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
2176
$416K ﹤0.01%
68,530
+1,028
2177
$415K ﹤0.01%
+5,923
2178
$415K ﹤0.01%
34,593
2179
$414K ﹤0.01%
4,745
+40
2180
$414K ﹤0.01%
9,812
-1,754
2181
$414K ﹤0.01%
14,117
+3,139
2182
$413K ﹤0.01%
15,529
-10,854
2183
$412K ﹤0.01%
40,451
+2,937
2184
$411K ﹤0.01%
47,257
-495,988
2185
$408K ﹤0.01%
37,868
+3,775
2186
$408K ﹤0.01%
18,857
-1,015
2187
$406K ﹤0.01%
85,957
-3,624
2188
$406K ﹤0.01%
9,273
-1,393
2189
$406K ﹤0.01%
16,981
-13,261
2190
$405K ﹤0.01%
5,355
-316
2191
$404K ﹤0.01%
5,605
+1,308
2192
$402K ﹤0.01%
17,419
+7,542
2193
$399K ﹤0.01%
2,923
-62
2194
$399K ﹤0.01%
3,480
-9,300
2195
$399K ﹤0.01%
+26,886
2196
$399K ﹤0.01%
4,221
+1,242
2197
$399K ﹤0.01%
3,871
+26
2198
$396K ﹤0.01%
+4,725
2199
$396K ﹤0.01%
3,318
-14
2200
$395K ﹤0.01%
13,920
+370
86 87
88
89 90