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
2551
$96K ﹤0.01%
12,000
-3,500
2552
$94K ﹤0.01%
11,608
-3,500
2553
$93K ﹤0.01%
10,586
-151,424
2554
$92K ﹤0.01%
+19,988
2555
$92K ﹤0.01%
12,019
-363
2556
$90K ﹤0.01%
+17,500
2557
$90K ﹤0.01%
12,375
+1,096
2558
$89K ﹤0.01%
10,962
-8,038
2559
$89K ﹤0.01%
5,098
-6,546
2560
$88K ﹤0.01%
10,754
-3,200
2561
$88K ﹤0.01%
+4,674
2562
$87K ﹤0.01%
+11,519
2563
$86K ﹤0.01%
21,250
-8,750
2564
$84K ﹤0.01%
+703
2565
$82K ﹤0.01%
10,965
-430
2566
$81K ﹤0.01%
3,895
-81
2567
$80K ﹤0.01%
+11,433
2568
$77K ﹤0.01%
10,855
+545
2569
$75K ﹤0.01%
4,399
-899
2570
$74K ﹤0.01%
18,142
-58,378
2571
$73K ﹤0.01%
+17,125
2572
$72K ﹤0.01%
8,901
-100
2573
$71K ﹤0.01%
22,711
-3,205
2574
$66K ﹤0.01%
+14,459
2575
$66K ﹤0.01%
3,000
-500
101 102
103
104 105