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
1051
$2.53M 0.01%
201,412
+4,598
1052
$2.53M 0.01%
70,254
-17,285
1053
$2.52M 0.01%
77,687
+489
1054
$2.52M 0.01%
29,873
-2,322
1055
$2.52M 0.01%
95,645
+18,011
1056
$2.51M 0.01%
44,556
-39,538
1057
$2.5M 0.01%
86,492
+12,262
1058
$2.5M 0.01%
47,622
-534
1059
$2.48M 0.01%
206,272
+37,879
1060
$2.48M 0.01%
80,349
+23,724
1061
$2.47M 0.01%
32,655
+5,584
1062
$2.46M 0.01%
17,205
-1,787
1063
$2.46M 0.01%
71,445
-178,183
1064
$2.45M 0.01%
75,174
-241,421
1065
$2.44M 0.01%
39,316
+2,176
1066
$2.43M 0.01%
21,557
-617
1067
$2.43M 0.01%
72,821
-576,243
1068
$2.41M 0.01%
31,564
-6,408
1069
$2.41M 0.01%
111,479
+73,087
1070
$2.4M 0.01%
559,222
+72
1071
$2.39M 0.01%
40,366
-943
1072
$2.39M 0.01%
34,619
+7,225
1073
$2.39M 0.01%
2,794
-82
1074
$2.38M 0.01%
82,468
+6,157
1075
$2.37M 0.01%
72,763
+17,262
41 42
43
44 45