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
851
$4.15M 0.01%
159,287
+113,136
852
$4.13M 0.01%
171,675
+13,882
853
$4.11M 0.01%
93,337
-3,439
854
$4.09M 0.01%
80,850
+14,034
855
$4.08M 0.01%
16,783
-538
856
$4.08M 0.01%
95,024
+26,154
857
$4.06M 0.01%
160,116
+4,148
858
$4.06M 0.01%
106,442
-6,349
859
$4.03M 0.01%
78,711
-1,080
860
$4.03M 0.01%
105,239
-49,738
861
$4.01M 0.01%
+244,247
862
$4M 0.01%
293,514
-11,250
863
$4M 0.01%
37,610
-548
864
$3.98M 0.01%
51,870
+5,613
865
$3.98M 0.01%
96,701
+7,477
866
$3.98M 0.01%
16,091
+304
867
$3.97M 0.01%
113,809
+73,740
868
$3.97M 0.01%
178,440
+30
869
$3.96M 0.01%
59,623
-846
870
$3.95M 0.01%
35,168
-343
871
$3.95M 0.01%
41,509
+15,478
872
$3.95M 0.01%
45,360
+5,076
873
$3.94M 0.01%
159,801
+17,183
874
$3.93M 0.01%
3,136
+117
875
$3.93M 0.01%
412,856
+83,875
33 34
35
36 37