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
826
$4.42M 0.01%
+283,049
827
$4.42M 0.01%
89,416
+7,669
828
$4.41M 0.01%
215,119
+105,552
829
$4.4M 0.01%
338,979
+25,204
830
$4.39M 0.01%
4,602
-29
831
$4.36M 0.01%
66,230
+62,828
832
$4.34M 0.01%
48,035
+1,878
833
$4.34M 0.01%
86,252
-8,121
834
$4.34M 0.01%
143,535
835
$4.33M 0.01%
234,434
-8,545
836
$4.32M 0.01%
236,501
+37,173
837
$4.32M 0.01%
107,100
-3,330
838
$4.29M 0.01%
174,392
-260,970
839
$4.28M 0.01%
128,798
+3,465
840
$4.27M 0.01%
46,058
+2,819
841
$4.26M 0.01%
402,096
-250,614
842
$4.25M 0.01%
158,783
-143,837
843
$4.21M 0.01%
104,854
-35,456
844
$4.21M 0.01%
87,504
+40,345
845
$4.2M 0.01%
72,022
-1,609
846
$4.19M 0.01%
110,470
-3,250
847
$4.19M 0.01%
24,128
-12,023
848
$4.18M 0.01%
40,716
+16,352
849
$4.15M 0.01%
69,810
-42,585
850
$4.15M 0.01%
139,533
32 33
34
35 36