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
2376
$293K ﹤0.01%
4,433
-121
2377
$292K ﹤0.01%
10,908
-550
2378
$292K ﹤0.01%
+6,195
2379
$292K ﹤0.01%
+21,137
2380
$291K ﹤0.01%
+9,840
2381
$290K ﹤0.01%
5,338
-13,260
2382
$288K ﹤0.01%
4,423
-11,409
2383
$287K ﹤0.01%
23,900
2384
$286K ﹤0.01%
14,609
+1,222
2385
$285K ﹤0.01%
8,566
-884
2386
$285K ﹤0.01%
14,353
+4,236
2387
$285K ﹤0.01%
3,530
-250
2388
$284K ﹤0.01%
3,388
-21
2389
$283K ﹤0.01%
5,733
+444
2390
$283K ﹤0.01%
+7,700
2391
$283K ﹤0.01%
6,711
-122
2392
$283K ﹤0.01%
18,141
+3,141
2393
$282K ﹤0.01%
5,877
-75
2394
$282K ﹤0.01%
4,715
+24
2395
$281K ﹤0.01%
14,576
-1,492
2396
$280K ﹤0.01%
22,374
-1,385
2397
$280K ﹤0.01%
+15,093
2398
$280K ﹤0.01%
3,402
+925
2399
$279K ﹤0.01%
4,006
-296
2400
$278K ﹤0.01%
25,112
+157
94 95
96
97 98