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
551
$8.26M 0.03%
183,896
-9,701
552
$8.19M 0.03%
636,245
+96,532
553
$8.14M 0.03%
65,780
+6,706
554
$8.13M 0.03%
272,398
+260,893
555
$8.12M 0.03%
290,574
-22,646
556
$8.07M 0.03%
168,808
-12,066
557
$8.04M 0.03%
483,456
-33,951
558
$8.03M 0.03%
195,279
-16,464
559
$7.99M 0.03%
57,646
-3,934
560
$7.98M 0.03%
316,430
-2,340
561
$7.96M 0.03%
164,078
+98,377
562
$7.92M 0.03%
141,996
+8,018
563
$7.88M 0.03%
106,287
+4,436
564
$7.88M 0.03%
288,416
-123,355
565
$7.85M 0.03%
129,697
+15,668
566
$7.82M 0.03%
179,795
-307,107
567
$7.82M 0.03%
395,301
-2,039
568
$7.81M 0.03%
578,967
+134,910
569
$7.8M 0.03%
201,632
-94,137
570
$7.79M 0.03%
196,122
+36,442
571
$7.79M 0.03%
137,391
-51,921
572
$7.77M 0.03%
195,631
+51,959
573
$7.77M 0.03%
159,103
-8,934
574
$7.74M 0.03%
120,502
+23,534
575
$7.71M 0.02%
366,797
-19,169
21 22
23
24 25