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
1076
$2.37M 0.01%
41,660
-1,676
1077
$2.37M 0.01%
61,673
-19,623
1078
$2.36M 0.01%
56,604
+1,660
1079
$2.34M 0.01%
43,347
+261
1080
$2.34M 0.01%
105,302
-3,678
1081
$2.34M 0.01%
77,673
-42,961
1082
$2.33M 0.01%
145,587
+9,632
1083
$2.33M 0.01%
+90,396
1084
$2.33M 0.01%
68,270
-13,328
1085
$2.33M 0.01%
11,081
+1,064
1086
$2.33M 0.01%
23,776
+2,985
1087
$2.33M 0.01%
53,439
+3,420
1088
$2.32M 0.01%
+31,387
1089
$2.32M 0.01%
57,802
-18,425
1090
$2.32M 0.01%
204,723
-10,662
1091
$2.32M 0.01%
338,825
-50,333
1092
$2.32M 0.01%
174,000
+9,000
1093
$2.31M 0.01%
35,486
-2,353
1094
$2.31M 0.01%
136,491
+7,030
1095
$2.31M 0.01%
59,768
-1,316
1096
$2.3M 0.01%
35,757
-9,344
1097
$2.28M 0.01%
74,404
+10,137
1098
$2.26M 0.01%
96,630
-19,236
1099
$2.24M 0.01%
14,221
+8,266
1100
$2.24M 0.01%
87,093
+6,946
42 43
44
45 46