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
951
$3.18M 0.01%
40,971
+3,437
952
$3.17M 0.01%
223,646
+198,276
953
$3.17M 0.01%
33,813
-1,841
954
$3.16M 0.01%
156,099
-79,882
955
$3.16M 0.01%
17,062
+2,001
956
$3.16M 0.01%
25,672
-1,606
957
$3.15M 0.01%
160,645
+6,738
958
$3.15M 0.01%
274,276
-2,408
959
$3.15M 0.01%
86,836
+2,956
960
$3.14M 0.01%
99,794
+2,808
961
$3.12M 0.01%
153,538
-12,648
962
$3.12M 0.01%
12,856
+1,444
963
$3.09M 0.01%
173,023
+8,368
964
$3.09M 0.01%
76,853
+2,198
965
$3.08M 0.01%
260,466
-382,340
966
$3.08M 0.01%
157,511
-10,844
967
$3.08M 0.01%
228,787
+84,859
968
$3.08M 0.01%
102,000
969
$3.07M 0.01%
10,553
+2,039
970
$3.07M 0.01%
84,145
-139,596
971
$3.04M 0.01%
135,008
-28,845
972
$3.04M 0.01%
107,416
-15,069
973
$3.03M 0.01%
240,460
-35,031
974
$3.02M 0.01%
+92,121
975
$3.01M 0.01%
37,218
+9,466
37 38
39
40 41