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
1226
$1.76M 0.01%
157,492
-7,613
1227
$1.76M 0.01%
110,772
-844
1228
$1.75M 0.01%
46,785
+83
1229
$1.75M 0.01%
103,677
+422
1230
$1.75M 0.01%
85,256
-68,775
1231
$1.75M 0.01%
39,079
-1,167
1232
$1.74M 0.01%
165,000
1233
$1.74M 0.01%
126,814
+26,360
1234
$1.73M 0.01%
49,451
-1,418
1235
$1.73M 0.01%
47,750
+1,785
1236
$1.73M 0.01%
367,884
-18,486
1237
$1.72M 0.01%
140,196
-144,393
1238
$1.72M 0.01%
80,105
+20,868
1239
$1.72M 0.01%
84,265
+64,183
1240
$1.72M 0.01%
115,210
-32,930
1241
$1.71M 0.01%
66,207
+2,435
1242
$1.71M 0.01%
66,813
-145,198
1243
$1.7M 0.01%
61,497
+1,847
1244
$1.7M 0.01%
37,750
-50,846
1245
$1.69M 0.01%
41,965
+8,464
1246
$1.69M 0.01%
22,881
+3,043
1247
$1.69M 0.01%
65,000
-3,787
1248
$1.68M 0.01%
17,843
-1,856
1249
$1.68M 0.01%
85,524
-954
1250
$1.67M 0.01%
5,823
+384
48 49
50
51 52