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
2576
$64K ﹤0.01%
10,203
+174
2577
$63K ﹤0.01%
16,975
2578
$63K ﹤0.01%
+676
2579
$63K ﹤0.01%
11,656
-10,600
2580
$63K ﹤0.01%
1,607
-25
2581
$62K ﹤0.01%
10,328
-457
2582
$62K ﹤0.01%
11,000
-1,000
2583
$61K ﹤0.01%
+11,036
2584
$59K ﹤0.01%
+14,420
2585
$58K ﹤0.01%
14,555
-32,702
2586
– –
0
2587
$55K ﹤0.01%
1,112
-235
2588
$53K ﹤0.01%
13,634
-16,449
2589
$52K ﹤0.01%
26,866
-639
2590
$50K ﹤0.01%
3,327
+62
2591
$49K ﹤0.01%
913
-375
2592
$46K ﹤0.01%
5,142
2593
$44K ﹤0.01%
+11,000
2594
$42K ﹤0.01%
10,735
-5,959
2595
$39K ﹤0.01%
29,800
-5,000
2596
$37K ﹤0.01%
12,092
-6,787
2597
$34K ﹤0.01%
+16,476
2598
$34K ﹤0.01%
34,000
2599
$32K ﹤0.01%
1,805
+256
2600
$31K ﹤0.01%
1,377
-968
102 103
104
105 106