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
1176
$1.89M 0.01%
82,901
-115,917
1177
$1.89M 0.01%
97,541
+8,229
1178
$1.88M 0.01%
37,825
-2,629
1179
$1.88M 0.01%
79,969
-28,885
1180
$1.88M 0.01%
12,318
-24
1181
$1.88M 0.01%
57,112
+3,010
1182
$1.87M 0.01%
+64,525
1183
$1.87M 0.01%
109,995
-3,418
1184
$1.87M 0.01%
141,945
-32,761
1185
$1.87M 0.01%
135,598
-103,007
1186
$1.86M 0.01%
82,099
-7,918
1187
$1.86M 0.01%
78,602
+2,472
1188
$1.86M 0.01%
109,863
+55,440
1189
$1.86M 0.01%
179,746
+5,893
1190
$1.85M 0.01%
46,728
-97,152
1191
$1.85M 0.01%
27,047
+637
1192
$1.84M 0.01%
37,965
-14,851
1193
$1.84M 0.01%
31,337
+7,296
1194
$1.84M 0.01%
104,271
-19,676
1195
$1.84M 0.01%
17,033
-1,277
1196
$1.84M 0.01%
113,739
+5,048
1197
$1.84M 0.01%
13,731
-12,993
1198
$1.83M 0.01%
31,155
+4,858
1199
$1.83M 0.01%
228,612
-10,160
1200
$1.83M 0.01%
130,050
-16,105
46 47
48
49 50