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
976
$2.99M 0.01%
259,674
-9,284
977
$2.99M 0.01%
81,148
+9,609
978
$2.99M 0.01%
35,604
-6,673
979
$2.98M 0.01%
136,180
-77,740
980
$2.98M 0.01%
402,490
-555,223
981
$2.97M 0.01%
2,563
-316
982
$2.96M 0.01%
108,472
+39,715
983
$2.92M 0.01%
7,087
-349
984
$2.92M 0.01%
42,186
-906
985
$2.92M 0.01%
241,676
+9,369
986
$2.91M 0.01%
86,381
+2,115
987
$2.9M 0.01%
262,151
-186,853
988
$2.9M 0.01%
187,577
-2,143
989
$2.9M 0.01%
61,540
-19,765
990
$2.89M 0.01%
49,082
+5,280
991
$2.89M 0.01%
76,092
-2,172
992
$2.88M 0.01%
54,670
-4,984
993
$2.85M 0.01%
67,646
-114,996
994
$2.85M 0.01%
29,261
-2,605
995
$2.83M 0.01%
105,070
-6,169
996
$2.82M 0.01%
68,160
+40,111
997
$2.81M 0.01%
113,255
-5,008
998
$2.81M 0.01%
45,216
+1,746
999
$2.81M 0.01%
65,148
-2,566
1000
$2.79M 0.01%
9,422
+817
38 39
40
41 42