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
$30.9B
AUM Growth
-$3.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,942
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$85.2M
3
+$73.4M
4
VTR icon
Ventas
VTR
+$53.9M
5
IRM icon
Iron Mountain
IRM
+$50.8M

Top Sells

1
+$81.3M
2
+$69.8M
3
+$51.3M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$37.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$37.3M

Sector Composition

1 Technology 12.57%
2 Healthcare 11.99%
3 Financials 10.4%
4 Industrials 7.83%
5 Consumer Staples 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$176K ﹤0.01%
22,314
+5,237
2477
$175K ﹤0.01%
+11,889
2478
$173K ﹤0.01%
1,154
-407
2479
$172K ﹤0.01%
16,159
2480
$171K ﹤0.01%
53,361
-5,446
2481
$171K ﹤0.01%
40,404
+19,361
2482
$170K ﹤0.01%
+13,157
2483
$167K ﹤0.01%
14,305
-1,387
2484
$167K ﹤0.01%
14,700
2485
$166K ﹤0.01%
10,605
2486
$166K ﹤0.01%
30,925
+5,413
2487
$165K ﹤0.01%
29,636
-28,564
2488
$164K ﹤0.01%
+10,178
2489
$163K ﹤0.01%
23,690
-4,510
2490
$162K ﹤0.01%
16,269
-15,000
2491
$160K ﹤0.01%
+11,124
2492
$160K ﹤0.01%
25,287
-29,016
2493
$159K ﹤0.01%
11,275
-1,650
2494
$158K ﹤0.01%
27,055
-7,720
2495
$156K ﹤0.01%
14,562
+281
2496
$154K ﹤0.01%
+15,113
2497
$153K ﹤0.01%
17,241
-3,578
2498
$153K ﹤0.01%
+11,629
2499
$152K ﹤0.01%
16,180
-7,071
2500
$150K ﹤0.01%
+13,000
98 99
100
101 102