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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$83.1M
3
+$74.4M
4
VTR icon
Ventas
VTR
+$54.1M
5
IRM icon
Iron Mountain
IRM
+$51.4M

Top Sells

1
+$81.3M
2
+$68.7M
3
+$53.2M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$37.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$37M

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
– –
-42,745
2627
– –
-8,452
2628
– –
-14,325
2629
– –
-29,857
2630
– –
-32,121
2631
– –
-25,112
2632
– –
-148,236
2633
– –
-505,362
2634
– –
-57,719
2635
– –
-15,255
2636
– –
-18,118
2637
– –
-66,991
2638
– –
-61,277
2639
– –
-6,817
2640
– –
-25,270
2641
– –
-14,256
2642
– –
-6,359
2643
– –
-84,824
2644
– –
-75,332
2645
– –
-13,468
2646
– –
-110
2647
– –
-29,500
2648
– –
-30,947
2649
– –
-35,395
2650
– –
-113,613
104 105
106
107 108