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
576
$7.69M 0.02%
103,237
+7,921
577
$7.64M 0.02%
74,328
+6,657
578
$7.63M 0.02%
44,457
-715
579
$7.6M 0.02%
739,624
-435,810
580
$7.57M 0.02%
93,148
+35,459
581
$7.55M 0.02%
285,623
+78,972
582
$7.52M 0.02%
127,772
+22,767
583
$7.5M 0.02%
96,870
+16,740
584
$7.48M 0.02%
723,844
+28,694
585
$7.46M 0.02%
57,707
+2,322
586
$7.39M 0.02%
56,435
+11,893
587
$7.38M 0.02%
284,676
-40,984
588
$7.34M 0.02%
780,692
+22,672
589
$7.33M 0.02%
417,888
+111,016
590
$7.33M 0.02%
220,832
-28,143
591
$7.29M 0.02%
203,431
-27,036
592
$7.28M 0.02%
151,193
+4,800
593
$7.26M 0.02%
623,806
+51,781
594
$7.26M 0.02%
135,637
-9,224
595
$7.23M 0.02%
62,865
-507
596
$7.23M 0.02%
577,279
+372,069
597
$7.18M 0.02%
66,154
+2,063
598
$7.17M 0.02%
276,112
+43,612
599
$7.17M 0.02%
164,228
+1,509
600
$7.16M 0.02%
344,716
+273,624
22 23
24
25 26