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
1201
$1.82M 0.01%
70,936
+21,836
1202
$1.82M 0.01%
20,310
-25,940
1203
$1.82M 0.01%
77,851
+32,338
1204
$1.82M 0.01%
61,987
-116,369
1205
$1.82M 0.01%
21,684
+3,738
1206
$1.81M 0.01%
41,497
-3,309
1207
$1.81M 0.01%
25,415
+3,550
1208
$1.81M 0.01%
271,532
+13,223
1209
$1.81M 0.01%
64,026
+7,530
1210
$1.81M 0.01%
58,562
+618
1211
$1.8M 0.01%
66,568
+6,467
1212
$1.8M 0.01%
80,446
+44,356
1213
$1.8M 0.01%
80,476
-355
1214
$1.8M 0.01%
115,000
1215
$1.8M 0.01%
25,561
+10,923
1216
$1.79M 0.01%
157,452
+3,210
1217
$1.78M 0.01%
65,999
+3,182
1218
$1.77M 0.01%
30,117
+259
1219
$1.77M 0.01%
90,285
+27,423
1220
$1.77M 0.01%
50,825
-12,983
1221
$1.77M 0.01%
34,082
-52,357
1222
$1.77M 0.01%
55,468
-12,309
1223
$1.77M 0.01%
66,260
-12,525
1224
$1.76M 0.01%
20,306
-1,109
1225
$1.76M 0.01%
21,145
-569
47 48
49
50 51