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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
2751
– –
-11,732
2752
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-5,837
2753
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-8,162
2754
– –
-20,375
2755
– –
-2,342
2756
– –
-3,102
2757
– –
-8,770
2758
– –
-11,000
2759
– –
-33,869
2760
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-8,125
2761
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-130,187
2762
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-6,724
2763
– –
-12,357
2764
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-13,081
2765
– –
-9,969
2766
– –
-11,656
2767
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-18,928
2768
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-13,689
2769
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-63,408
2770
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-12,300
2771
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-50,019
2772
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-11,600
2773
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-21,756
2774
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-11,412
2775
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-5,310
109 110
111
112 113