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
2826
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-24,244
2827
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-2,863
2828
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-10,693
2829
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-14,666
2830
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-7,839
2831
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-7,209
2832
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-79,368
2833
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2834
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-9,569
2835
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-7,223
2836
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2837
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-52,533
2838
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-33,009
2839
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-2,639
2840
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-13,666
2841
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-10,912
2842
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2843
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2844
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-15,952
2845
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2846
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-3,282
2847
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2848
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-4,639
2849
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-6,403
2850
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-10,295
112 113
114
115 116