We are live on ! Find out more
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
2851
– –
-7,223
2852
– –
-4,219
2853
– –
-52,533
2854
– –
-33,009
2855
– –
-2,639
2856
– –
-13,666
2857
– –
-6,608
2858
– –
-15,952
2859
– –
-37,291
2860
– –
-3,282
2861
– –
-4,460
2862
– –
-4,639
2863
– –
-6,403
2864
– –
-10,295
2865
– –
-7,463
2866
– –
-3,031
2867
– –
-1,569
2868
– –
-3,318
2869
– –
-73,549
2870
– –
-27,443
2871
– –
-2,367
2872
– –
-11,082
2873
– –
-8,000
2874
– –
-366
2875
– –
-9,429
112 113 114
115
116