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
2401
$277K ﹤0.01%
4,643
+143
2402
$276K ﹤0.01%
15,364
-5,119
2403
$276K ﹤0.01%
7,484
-60,411
2404
$275K ﹤0.01%
+7,688
2405
$275K ﹤0.01%
5,020
-3,666
2406
$275K ﹤0.01%
10,873
-1,071
2407
$274K ﹤0.01%
6,792
-200
2408
$273K ﹤0.01%
+5,910
2409
$272K ﹤0.01%
19,674
+946
2410
$272K ﹤0.01%
7,235
+245
2411
$272K ﹤0.01%
8,279
+925
2412
$271K ﹤0.01%
9,609
-710
2413
$271K ﹤0.01%
31,904
+6,589
2414
$270K ﹤0.01%
+4,778
2415
$270K ﹤0.01%
11,797
+2,788
2416
$269K ﹤0.01%
4,423
+426
2417
$269K ﹤0.01%
4,650
-10
2418
$269K ﹤0.01%
4,247
+320
2419
$268K ﹤0.01%
1,326
-769
2420
$268K ﹤0.01%
7,825
-189
2421
$267K ﹤0.01%
13,076
-2,766
2422
$267K ﹤0.01%
4,253
+40
2423
$267K ﹤0.01%
2,764
-1,123
2424
$267K ﹤0.01%
4,930
+951
2425
$266K ﹤0.01%
+6,774
95 96
97
98 99