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
1126
$2.12M 0.01%
83,303
+6,633
1127
$2.11M 0.01%
48,869
+3,981
1128
$2.1M 0.01%
98,214
-2,652
1129
$2.1M 0.01%
163,000
1130
$2.1M 0.01%
184,808
-51,692
1131
$2.1M 0.01%
71,736
+5,296
1132
$2.09M 0.01%
63,814
+10,256
1133
$2.07M 0.01%
174,647
+31,525
1134
$2.06M 0.01%
104,148
-795
1135
$2.06M 0.01%
41,565
+5,637
1136
$2.05M 0.01%
51,063
+41,790
1137
$2.05M 0.01%
21,427
+3,018
1138
$2.05M 0.01%
46,354
+18,016
1139
$2.04M 0.01%
42,713
+23,475
1140
$2.04M 0.01%
73,273
-85,811
1141
$2.03M 0.01%
+52,976
1142
$2.03M 0.01%
36,010
+13,846
1143
$2.02M 0.01%
35,954
-2,200
1144
$2.02M 0.01%
141,844
+58,209
1145
$2.01M 0.01%
38,003
-430
1146
$2.01M 0.01%
66,874
+61,024
1147
$2M 0.01%
+43,000
1148
$2M 0.01%
121,661
+28,718
1149
$2M 0.01%
25,225
+6,593
1150
$2M 0.01%
114,937
-12,303
44 45
46
47 48