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
201
$36.5M 0.1%
370,088
+182,887
202
$36.4M 0.1%
358,293
+35,962
203
$36M 0.1%
450,115
+14,265
204
$35.5M 0.1%
1,216,484
-12,854
205
$35.1M 0.1%
326,861
-72,290
206
$35M 0.1%
2,346,161
+1,930,301
207
$34.4M 0.1%
347,961
-9,725
208
$34.3M 0.1%
624,442
+14,809
209
$34.1M 0.1%
192,042
+9,870
210
$34M 0.1%
310,952
-2,397
211
$33.9M 0.1%
600,780
-21,310
212
$33.7M 0.1%
166,509
+19,393
213
$33.6M 0.1%
192,560
+8,582
214
$33.2M 0.1%
661,182
-381
215
$32.8M 0.09%
291,055
-43,586
216
$32.8M 0.09%
462,266
+9,420
217
$32.2M 0.09%
220,874
+75,118
218
$32M 0.09%
1,507,582
-100,925
219
$31.9M 0.09%
743,202
+45,079
220
$31.7M 0.09%
368,670
+8,225
221
$31.5M 0.09%
1,045,247
-3,676
222
$31.5M 0.09%
1,140,669
+57,559
223
$31.4M 0.09%
1,712,305
+52,670
224
$31.3M 0.09%
606,027
-18,480
225
$31.2M 0.09%
277,939
-75,353
7 8
9
10 11