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
476
$10.6M 0.03%
162,479
+155,258
477
$10.5M 0.03%
115,988
-1,768
478
$10.5M 0.03%
171,583
-14,469
479
$10.4M 0.03%
129,950
-23,876
480
$10.4M 0.03%
+159,355
481
$10.2M 0.03%
138,991
-49,409
482
$10.2M 0.03%
77,633
-1,504
483
$10.2M 0.03%
284,359
+39,847
484
$10.1M 0.03%
70,680
+6,009
485
$10.1M 0.03%
92,885
+362
486
$10.1M 0.03%
564,041
+32,913
487
$10.1M 0.03%
217,645
+51,845
488
$10.1M 0.03%
252,772
+34,664
489
$10.1M 0.03%
360,648
+41,664
490
$10.1M 0.03%
189,293
+2,004
491
$10M 0.03%
311,275
-5,767
492
$10M 0.03%
232,773
-4,329
493
$9.95M 0.03%
357,469
+31,903
494
$9.94M 0.03%
174,670
-12,726
495
$9.92M 0.03%
110,918
-3,450
496
$9.87M 0.03%
128,949
-9,632
497
$9.86M 0.03%
102,211
+17,051
498
$9.8M 0.03%
290,299
-9,992
499
$9.8M 0.03%
58,281
-69,279
500
$9.76M 0.03%
329,628
-5,671
18 19
20
21 22