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
1101
$2.24M 0.01%
177,721
-45,923
1102
$2.23M 0.01%
22,900
+11,196
1103
$2.23M 0.01%
38,168
+9,761
1104
$2.22M 0.01%
17,819
-610
1105
$2.21M 0.01%
5,314
-1,033
1106
$2.2M 0.01%
68,696
+13,798
1107
$2.19M 0.01%
+71,910
1108
$2.19M 0.01%
15,784
-454
1109
$2.18M 0.01%
66,200
+60,140
1110
$2.17M 0.01%
61,275
-846
1111
$2.17M 0.01%
113,655
-1,864
1112
$2.16M 0.01%
40,972
+21,548
1113
$2.16M 0.01%
42,335
-236
1114
$2.15M 0.01%
87,135
-6,429
1115
$2.15M 0.01%
51,269
+4,902
1116
$2.15M 0.01%
76,512
+64,312
1117
$2.14M 0.01%
73,670
+13,285
1118
$2.14M 0.01%
388,232
-37,020
1119
$2.13M 0.01%
17,580
+2,401
1120
$2.13M 0.01%
86,102
-126,356
1121
$2.13M 0.01%
20,809
+507
1122
$2.13M 0.01%
70,610
+15,625
1123
$2.12M 0.01%
195,290
-101,285
1124
$2.12M 0.01%
45,596
+39,780
1125
$2.12M 0.01%
98,551
-32,306
43 44
45
46 47