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
426
$12.1M 0.04%
69,972
-485
427
$12.1M 0.04%
554,828
+420,182
428
$12.1M 0.04%
81,624
+19,737
429
$12.1M 0.04%
153,544
-10,707
430
$12.1M 0.04%
603,825
+104,083
431
$12M 0.04%
236,404
+66,594
432
$12M 0.04%
186,523
-23,816
433
$11.9M 0.04%
633,011
+424,264
434
$11.9M 0.04%
316,414
+8,781
435
$11.9M 0.04%
115,325
-10
436
$11.8M 0.04%
315,061
+53,742
437
$11.7M 0.04%
696,735
-8,970
438
$11.6M 0.04%
218,713
+149,517
439
$11.6M 0.04%
561,258
+5,769
440
$11.5M 0.04%
435,566
+38,469
441
$11.5M 0.04%
153,858
+17,968
442
$11.5M 0.04%
191,675
+54,584
443
$11.5M 0.04%
187,149
+58,273
444
$11.5M 0.04%
216,511
-101,530
445
$11.4M 0.04%
213,779
-3,074
446
$11.4M 0.04%
481,861
+225,452
447
$11.4M 0.04%
113,439
-45,877
448
$11.4M 0.04%
560,684
-26,164
449
$11.3M 0.04%
75,191
-24,350
450
$11.3M 0.04%
241,399
-42,211
16 17
18
19 20