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
276
$20.2M 0.07%
1,009,078
+64,660
277
$20.2M 0.07%
119,108
+15,600
278
$20.1M 0.06%
308,233
+49,119
279
$19.9M 0.06%
298,821
+69,553
280
$19.8M 0.06%
191,840
-1,156
281
$19.7M 0.06%
122,528
-13,681
282
$19.7M 0.06%
643,964
-31,185
283
$19.6M 0.06%
449,065
+87,220
284
$19.5M 0.06%
417,591
+128,038
285
$19.4M 0.06%
101,854
-7,116
286
$19.3M 0.06%
1,417,890
+71,330
287
$19.3M 0.06%
409,811
-58,703
288
$19.2M 0.06%
807,325
-333,344
289
$19.1M 0.06%
291,448
+83,257
290
$19.1M 0.06%
397,871
+102,628
291
$19M 0.06%
462,008
+173,196
292
$18.9M 0.06%
441,419
+15,917
293
$18.8M 0.06%
50,577
-729
294
$18.8M 0.06%
357,910
+25,298
295
$18.7M 0.06%
148,900
+49,250
296
$18.7M 0.06%
768,908
-31,231
297
$18.7M 0.06%
795,263
-27,317
298
$18.7M 0.06%
312,506
-3,888
299
$18.6M 0.06%
105,851
-45,596
300
$18.6M 0.06%
782,512
-30,668
10 11
12
13 14