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
626
$6.83M 0.02%
134,430
+4,272
627
$6.83M 0.02%
139,361
+84,474
628
$6.8M 0.02%
83,544
+1,123
629
$6.79M 0.02%
322,652
+2,519
630
$6.75M 0.02%
32,078
+138
631
$6.73M 0.02%
388,795
-26,193
632
$6.7M 0.02%
139,122
-1,588
633
$6.69M 0.02%
428,299
+415,222
634
$6.68M 0.02%
108,377
-20,671
635
$6.68M 0.02%
67,815
+520
636
$6.67M 0.02%
312,503
+196,087
637
$6.65M 0.02%
305,345
+5,828
638
$6.65M 0.02%
45,040
+213
639
$6.6M 0.02%
329,203
-10,829
640
$6.57M 0.02%
498,576
+414,368
641
$6.56M 0.02%
547,422
-1,798,739
642
$6.55M 0.02%
29,864
+711
643
$6.55M 0.02%
92,754
-1,217
644
$6.55M 0.02%
11,608
-132
645
$6.52M 0.02%
97,744
-18,254
646
$6.51M 0.02%
309,291
+52,109
647
$6.5M 0.02%
66,475
-10,283
648
$6.5M 0.02%
205,456
+41,173
649
$6.48M 0.02%
89,827
-85,559
650
$6.48M 0.02%
84,480
+1,235
24 25
26
27 28