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
1151
$2M 0.01%
105,190
+19,717
1152
$2M 0.01%
67,772
-85,963
1153
$2M 0.01%
63,424
+3,441
1154
$2M 0.01%
57,836
+5,390
1155
$1.99M 0.01%
61,279
+78
1156
$1.99M 0.01%
56,336
+9,803
1157
$1.99M 0.01%
33,151
+9,120
1158
$1.98M 0.01%
329,448
-49,755
1159
$1.98M 0.01%
37,282
+13,802
1160
$1.98M 0.01%
222,870
-5,408
1161
$1.98M 0.01%
75,385
-1,417
1162
$1.98M 0.01%
37,812
-22,962
1163
$1.97M 0.01%
73,048
-5,317
1164
$1.96M 0.01%
154,639
-1,278
1165
$1.95M 0.01%
19,639
+9,938
1166
$1.95M 0.01%
32,444
+10,368
1167
$1.95M 0.01%
36,282
+10,424
1168
$1.95M 0.01%
13,313
+2,732
1169
$1.95M 0.01%
8,992
-316
1170
$1.92M 0.01%
141,336
+24,760
1171
$1.91M 0.01%
55,446
+11,623
1172
$1.91M 0.01%
38,179
-2,844
1173
$1.91M 0.01%
125,303
+549
1174
$1.9M 0.01%
42,017
+4,145
1175
$1.9M 0.01%
39,198
-153
45 46
47
48 49