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
701
$5.83M 0.02%
62,726
-2,371
702
$5.8M 0.02%
128,729
-14,511
703
$5.79M 0.02%
84,104
+12,681
704
$5.79M 0.02%
54,910
+4,251
705
$5.75M 0.02%
154,226
+128,817
706
$5.75M 0.02%
273,387
+6,251
707
$5.75M 0.02%
116,716
+112,331
708
$5.68M 0.02%
369,384
-10,755
709
$5.67M 0.02%
91,573
-1,161
710
$5.67M 0.02%
99,213
-4,753
711
$5.65M 0.02%
555,454
-458,668
712
$5.64M 0.02%
89,357
-4,909
713
$5.64M 0.02%
142,968
-37,759
714
$5.62M 0.02%
133,839
+11,340
715
$5.61M 0.02%
125,043
-54,248
716
$5.6M 0.02%
+135,537
717
$5.6M 0.02%
29,519
-3,890
718
$5.59M 0.02%
119,186
-152,175
719
$5.58M 0.02%
282,548
-2,050
720
$5.56M 0.02%
149,458
-17,970
721
$5.55M 0.02%
105,441
-1,775
722
$5.52M 0.02%
176,025
+20,459
723
$5.51M 0.02%
278,220
+237,541
724
$5.51M 0.02%
71,863
-3,181
725
$5.5M 0.02%
273,819
-6,519
27 28
29
30 31