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
1026
$2.65M 0.01%
26,527
+927
1027
$2.62M 0.01%
254,811
+11,331
1028
$2.62M 0.01%
59,176
+4,783
1029
$2.62M 0.01%
135,938
+35,313
1030
$2.61M 0.01%
26,317
-12,554
1031
$2.61M 0.01%
29,664
-519
1032
$2.6M 0.01%
90,243
-2,710
1033
$2.6M 0.01%
93,147
+5,117
1034
$2.6M 0.01%
48,456
-3,593
1035
$2.6M 0.01%
61,346
+6,250
1036
$2.6M 0.01%
17,010
-1,204
1037
$2.59M 0.01%
45,695
-380
1038
$2.58M 0.01%
56,656
-266
1039
$2.58M 0.01%
40,767
+114
1040
$2.58M 0.01%
26,614
-8,433
1041
$2.58M 0.01%
30,733
-212
1042
$2.57M 0.01%
484,927
-25,058
1043
$2.57M 0.01%
53,018
-5,278
1044
$2.57M 0.01%
98,047
+33,643
1045
$2.56M 0.01%
36,500
-6,172
1046
$2.56M 0.01%
135,835
+29,010
1047
$2.56M 0.01%
59,852
-2,042
1048
$2.54M 0.01%
317,274
-47,495
1049
$2.54M 0.01%
36,277
+1,467
1050
$2.54M 0.01%
58,712
-109,854
40 41
42
43 44