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
776
$4.96M 0.02%
136,783
-20,104
777
$4.96M 0.02%
76,803
+9,557
778
$4.95M 0.02%
124,835
+23,375
779
$4.94M 0.02%
98,234
-4,767
780
$4.94M 0.02%
443,678
-24,339
781
$4.94M 0.02%
94,030
+2,846
782
$4.93M 0.02%
89,392
+62,201
783
$4.92M 0.02%
198,464
-14,447
784
$4.9M 0.02%
51,340
-21,250
785
$4.89M 0.02%
152,987
-21,680
786
$4.89M 0.02%
113,171
+3,730
787
$4.89M 0.02%
85,350
+8,330
788
$4.87M 0.02%
+96,895
789
$4.86M 0.02%
61,774
-1,911
790
$4.85M 0.02%
207,533
-6,425
791
$4.83M 0.02%
117,745
+28,642
792
$4.83M 0.02%
190,702
-4,041
793
$4.79M 0.02%
96,328
-74,561
794
$4.79M 0.02%
83,066
-26,972
795
$4.79M 0.02%
99,351
+40,848
796
$4.78M 0.02%
107,428
+46,995
797
$4.77M 0.02%
129,326
-18,739
798
$4.77M 0.02%
145,557
799
$4.75M 0.02%
159,727
-28,434
800
$4.72M 0.02%
330,188
+9,271
30 31
32
33 34