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
526
$8.97M 0.03%
85,093
-1,509
527
$8.96M 0.03%
96,304
-1,501
528
$8.83M 0.03%
107,233
+396
529
$8.81M 0.03%
267,666
+15,159
530
$8.78M 0.03%
114,895
+5,257
531
$8.75M 0.03%
58,152
+46,929
532
$8.7M 0.03%
246,886
-1,979,903
533
$8.63M 0.03%
59,568
-2,704
534
$8.62M 0.03%
312,286
-27,763
535
$8.61M 0.03%
94,421
-5,526
536
$8.59M 0.03%
186,679
-5,845
537
$8.5M 0.03%
388,628
+3,767
538
$8.49M 0.03%
179,612
-1,246
539
$8.49M 0.03%
94,151
+1,872
540
$8.48M 0.03%
124,253
+2,477
541
$8.47M 0.03%
115,488
+77,060
542
$8.45M 0.03%
109,645
+77,028
543
$8.44M 0.03%
194,246
-1,551
544
$8.41M 0.03%
92,249
+7,407
545
$8.39M 0.03%
103,132
+1,265
546
$8.39M 0.03%
138,334
+85,896
547
$8.38M 0.03%
687,528
-120,347
548
$8.34M 0.03%
153,659
-15,928
549
$8.28M 0.03%
151,652
-3,754
550
$8.27M 0.03%
746,809
+32,741
20 21
22
23 24