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
2526
$121K ﹤0.01%
11,500
-250
2527
$121K ﹤0.01%
12,256
-2,164
2528
$121K ﹤0.01%
2,455
-264
2529
$121K ﹤0.01%
18,542
-17,246
2530
$120K ﹤0.01%
32,492
+801
2531
$119K ﹤0.01%
2,293
2532
$118K ﹤0.01%
10,577
-654
2533
$117K ﹤0.01%
11,903
-7,025
2534
$117K ﹤0.01%
3,256
+673
2535
$115K ﹤0.01%
11,441
2536
$113K ﹤0.01%
92
-2
2537
$113K ﹤0.01%
8,833
+133
2538
$112K ﹤0.01%
14,473
-104,996
2539
$111K ﹤0.01%
+25,839
2540
$110K ﹤0.01%
31,359
-5,341
2541
$109K ﹤0.01%
45,490
2542
$109K ﹤0.01%
+10,000
2543
$108K ﹤0.01%
30,214
-79,786
2544
$107K ﹤0.01%
11,785
-32,166
2545
$105K ﹤0.01%
15,526
-2,615
2546
$105K ﹤0.01%
14,410
+1,040
2547
$102K ﹤0.01%
+17,986
2548
$100K ﹤0.01%
18,846
-18,994
2549
$98K ﹤0.01%
+10,332
2550
$97K ﹤0.01%
3,089
-538
100 101
102
103 104