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
926
$3.4M 0.01%
53,092
+40,962
927
$3.39M 0.01%
142,756
+17,060
928
$3.37M 0.01%
112,913
+11,365
929
$3.37M 0.01%
116,342
-17,369
930
$3.34M 0.01%
16,686
+1,167
931
$3.34M 0.01%
202,420
-5,300
932
$3.33M 0.01%
27,197
+9,284
933
$3.31M 0.01%
444,355
-427,713
934
$3.3M 0.01%
99,489
+39,454
935
$3.3M 0.01%
98,150
-18,935
936
$3.3M 0.01%
133,815
-16,127
937
$3.3M 0.01%
66,554
-34,291
938
$3.28M 0.01%
18,909
-133
939
$3.28M 0.01%
281,300
+21,660
940
$3.27M 0.01%
77,442
+2,572
941
$3.27M 0.01%
115,606
-25,112
942
$3.26M 0.01%
165,742
+45,101
943
$3.25M 0.01%
71,937
+18,678
944
$3.25M 0.01%
44,352
+36,277
945
$3.25M 0.01%
3,861
+2,043
946
$3.25M 0.01%
339,047
-1,097
947
$3.23M 0.01%
75,656
-1,679
948
$3.22M 0.01%
81,276
+206
949
$3.21M 0.01%
81,098
+15,990
950
$3.21M 0.01%
233,015
-3,027
36 37
38
39 40