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
876
$3.92M 0.01%
134,912
-2,917
877
$3.91M 0.01%
272,560
-1,220
878
$3.9M 0.01%
291,480
+76,492
879
$3.9M 0.01%
434,593
-30,246
880
$3.88M 0.01%
314,635
+274,491
881
$3.85M 0.01%
103,119
-8,112
882
$3.84M 0.01%
31,639
+13,657
883
$3.83M 0.01%
33,336
-74
884
$3.83M 0.01%
587,765
-74,914
885
$3.82M 0.01%
61,404
-13,974
886
$3.77M 0.01%
151,417
-6,189
887
$3.77M 0.01%
34,526
+2,384
888
$3.77M 0.01%
65,874
+4,336
889
$3.75M 0.01%
72,992
+3,870
890
$3.73M 0.01%
141,049
-12,279
891
$3.69M 0.01%
75,518
+3,470
892
$3.67M 0.01%
32,259
+22,110
893
$3.66M 0.01%
111,870
+6,786
894
$3.64M 0.01%
57,789
+2,763
895
$3.64M 0.01%
170,663
-36,344
896
$3.62M 0.01%
100,593
-1,217
897
$3.61M 0.01%
100,985
-265
898
$3.61M 0.01%
32,528
+27,068
899
$3.61M 0.01%
+44,368
900
$3.6M 0.01%
22,310
+2,248
34 35
36
37 38