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
801
$4.72M 0.02%
88,855
-32,322
802
$4.7M 0.02%
95,369
-13,336
803
$4.7M 0.02%
98,288
-6,923
804
$4.7M 0.02%
45,737
+1,474
805
$4.68M 0.02%
54,381
-1,807
806
$4.66M 0.02%
94,844
+10,435
807
$4.65M 0.02%
251,838
-50
808
$4.64M 0.02%
414,794
+118,804
809
$4.63M 0.02%
144,212
+4,359
810
$4.62M 0.01%
73,595
+3,212
811
$4.62M 0.01%
435,164
+301,640
812
$4.6M 0.01%
144,688
-22,087
813
$4.59M 0.01%
211,318
-1,641
814
$4.58M 0.01%
247,512
+21,574
815
$4.56M 0.01%
99,484
-4,756
816
$4.55M 0.01%
38,000
-931
817
$4.54M 0.01%
45,765
+15,020
818
$4.53M 0.01%
186,820
-7,479
819
$4.52M 0.01%
62,733
+8,550
820
$4.5M 0.01%
195,703
+10,687
821
$4.48M 0.01%
135,075
+64,174
822
$4.46M 0.01%
329,445
-22,759
823
$4.46M 0.01%
307,445
-358,838
824
$4.46M 0.01%
107,845
+80,979
825
$4.46M 0.01%
95,724
-16,241
31 32
33
34 35