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
451
$11.3M 0.04%
178,528
+6,345
452
$11.3M 0.04%
169,495
+15,068
453
$11.2M 0.04%
523,742
+104,151
454
$11.2M 0.04%
1,210,351
-3,961
455
$11.2M 0.04%
208,420
+55,971
456
$11.2M 0.04%
400,192
+9,385
457
$11.1M 0.04%
725,241
-6,304
458
$11.1M 0.04%
482,686
-126,830
459
$11M 0.04%
225,419
+9,420
460
$11M 0.04%
66,886
-5,167
461
$11M 0.04%
325,720
+2,320
462
$10.9M 0.04%
209,835
-98,982
463
$10.9M 0.04%
883,314
+68,180
464
$10.9M 0.04%
247,992
-13,899
465
$10.9M 0.04%
101,648
-126,646
466
$10.9M 0.04%
908,000
+36,908
467
$10.8M 0.04%
647,451
+98,358
468
$10.8M 0.04%
157,579
-48,940
469
$10.8M 0.03%
118,128
+81,778
470
$10.8M 0.03%
63,106
+18,059
471
$10.8M 0.03%
426,921
-123,136
472
$10.8M 0.03%
308,631
+73,854
473
$10.7M 0.03%
371,685
-21,866
474
$10.7M 0.03%
244,314
+163,105
475
$10.6M 0.03%
30,105
+1,142
17 18
19
20 21