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 10.41%
4 Industrials 7.84%
5 Consumer Staples 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
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-1,101
2627
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-1,626
2628
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-5,733
2629
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-9,429
2630
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2631
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-11,428
2632
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-7,657
2633
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-3,105
2634
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-9,812
2635
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-6,774
2636
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-21,000
2637
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-4,460
2638
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-25,112
2639
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-3,102
2640
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-8,770
2641
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-10,013
2642
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-14,950
2643
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-23,194
2644
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-11,646
2645
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-12,357
2646
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-44,808
2647
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-6,844
2648
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-6,608
2649
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-15,952
2650
– –
-37,291
104 105
106
107 108