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
2351
$305K ﹤0.01%
12,323
+1,374
2352
$304K ﹤0.01%
9,784
+1,391
2353
$304K ﹤0.01%
17,259
-78
2354
$303K ﹤0.01%
+18,928
2355
$303K ﹤0.01%
13,077
-445
2356
$302K ﹤0.01%
28,622
-511
2357
$300K ﹤0.01%
45,196
+3,378
2358
$299K ﹤0.01%
21,950
-325
2359
$298K ﹤0.01%
7,732
+742
2360
$298K ﹤0.01%
17,077
-9,978
2361
$298K ﹤0.01%
14,348
+4,158
2362
$297K ﹤0.01%
15,132
-48,332
2363
$297K ﹤0.01%
3,939
+15
2364
$296K ﹤0.01%
29,971
-1,177
2365
$296K ﹤0.01%
+14,815
2366
$296K ﹤0.01%
26,659
-170
2367
$296K ﹤0.01%
33,050
+17,711
2368
$295K ﹤0.01%
14,594
-2
2369
$295K ﹤0.01%
5,200
-67
2370
$295K ﹤0.01%
14,325
-206
2371
$294K ﹤0.01%
+4,109
2372
$294K ﹤0.01%
4,648
+48
2373
$293K ﹤0.01%
4,260
+227
2374
$293K ﹤0.01%
7,480
-100
2375
$293K ﹤0.01%
6,616
-343
93 94
95
96 97