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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
2726
– –
-33,050
2727
– –
-128,743
2728
– –
-16,224
2729
– –
-35,864
2730
– –
-5,828
2731
– –
-49,402
2732
– –
-25,636
2733
– –
-16,981
2734
– –
-4,423
2735
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-112,615
2736
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-6,707
2737
– –
-12,250
2738
– –
-77,109
2739
– –
-3,737
2740
– –
-8,075
2741
– –
-31,202
2742
– –
-31,858
2743
– –
-14,863
2744
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-10,240
2745
– –
-8,190
2746
– –
-11,183
2747
– –
-9,516
2748
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-33,000
2749
– –
-1,326
2750
– –
-7,812
108 109
110
111 112