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
2226
$380K ﹤0.01%
6,086
+333
2227
$379K ﹤0.01%
24,357
2228
$379K ﹤0.01%
6,509
-196
2229
$376K ﹤0.01%
11,844
-60
2230
$375K ﹤0.01%
5,850
-976
2231
$373K ﹤0.01%
+9,069
2232
$373K ﹤0.01%
+7,511
2233
$372K ﹤0.01%
18,497
+3,226
2234
$371K ﹤0.01%
30,022
+611
2235
$371K ﹤0.01%
10,540
2236
$369K ﹤0.01%
15,930
-2,494
2237
$369K ﹤0.01%
13,050
2238
$368K ﹤0.01%
40,850
+700
2239
$367K ﹤0.01%
16,829
-211
2240
$367K ﹤0.01%
17,731
+4,052
2241
$366K ﹤0.01%
4,028
+217
2242
$365K ﹤0.01%
14,858
-9,124
2243
$365K ﹤0.01%
11,833
+4,220
2244
$364K ﹤0.01%
7,559
-1,453
2245
$363K ﹤0.01%
7,182
+2,495
2246
$362K ﹤0.01%
7,469
-703
2247
$362K ﹤0.01%
15,020
+4,296
2248
$361K ﹤0.01%
28,156
+11,669
2249
$361K ﹤0.01%
41,850
2250
$358K ﹤0.01%
+11,820
88 89
90
91 92