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
2301
$332K ﹤0.01%
+34,387
2302
$331K ﹤0.01%
+12,864
2303
$331K ﹤0.01%
3,290
-719
2304
$331K ﹤0.01%
10,092
+652
2305
$330K ﹤0.01%
4,802
-924
2306
$329K ﹤0.01%
95,865
-1,545
2307
$329K ﹤0.01%
41,258
-901
2308
$328K ﹤0.01%
+4,806
2309
$328K ﹤0.01%
+34,808
2310
$327K ﹤0.01%
+8,475
2311
$327K ﹤0.01%
4,497
+1,560
2312
$326K ﹤0.01%
16,682
+5,800
2313
$326K ﹤0.01%
7,333
-784
2314
$326K ﹤0.01%
4,460
-7,719
2315
$326K ﹤0.01%
+30,000
2316
$325K ﹤0.01%
13,550
+2,400
2317
$325K ﹤0.01%
26,400
+3,750
2318
$323K ﹤0.01%
9,635
+303
2319
$323K ﹤0.01%
11,506
-100,724
2320
$322K ﹤0.01%
4,364
-100
2321
$321K ﹤0.01%
36,700
-896
2322
$321K ﹤0.01%
4,899
+129
2323
$320K ﹤0.01%
28,968
-4,946
2324
$319K ﹤0.01%
14,863
-1,564
2325
$319K ﹤0.01%
14,700
91 92
93
94 95