Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1
$961M 2.75%
3,304,886
+77,152
2
$845M 2.42%
14,968,712
-96,400
3
$628M 1.8%
5,489,097
+43,700
4
$414M 1.19%
3,665,870
+74,476
5
$383M 1.1%
1,438,283
+23,106
6
$379M 1.09%
3,786,260
+224,160
7
$346M 0.99%
7,118,795
-267,389
8
$344M 0.99%
5,377,277
+385,002
9
$332M 0.95%
4,914,038
-100,136
10
$306M 0.88%
5,071,560
+113,880
11
$293M 0.84%
6,619,120
-128,340
12
$293M 0.84%
2,525,049
+46,148
13
$284M 0.81%
2,052,487
+7,363
14
$280M 0.8%
1,861,794
+54,624
15
$276M 0.79%
2,263,080
+493,027
16
$276M 0.79%
6,605,423
+145,840
17
$273M 0.78%
1,318,244
+24,863
18
$272M 0.78%
3,198,174
-103,514
19
$267M 0.76%
2,239,682
+178,642
20
$249M 0.71%
932,635
-135,703
21
$221M 0.63%
4,132,933
+37,801
22
$218M 0.62%
1,949,874
-40,483
23
$214M 0.61%
2,556,124
-171,186
24
$213M 0.61%
906,657
-24
25
$212M 0.61%
8,347,079
-188,885
1
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