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
1251
$1.66M 0.01%
36,625
+7,328
1252
$1.66M 0.01%
128,404
-51,855
1253
$1.66M 0.01%
102,904
-24,471
1254
$1.65M 0.01%
77,255
-61,514
1255
$1.65M 0.01%
49,075
-286
1256
$1.65M 0.01%
30,531
+1,700
1257
$1.65M 0.01%
37,748
-8,281
1258
$1.64M 0.01%
35,754
-4,968
1259
$1.63M 0.01%
46,341
+2,902
1260
$1.63M 0.01%
42,585
+993
1261
$1.62M 0.01%
40,583
-74,109
1262
$1.62M 0.01%
4,979
+363
1263
$1.62M 0.01%
263,671
+18,326
1264
$1.61M 0.01%
908,033
-652,866
1265
$1.61M 0.01%
28,629
-2,649
1266
$1.61M 0.01%
174,606
-106,989
1267
$1.61M 0.01%
167,618
-6,000
1268
$1.61M 0.01%
62,920
+8,270
1269
$1.6M 0.01%
+56,286
1270
$1.6M 0.01%
60,421
+4,431
1271
$1.59M 0.01%
58,928
-154,442
1272
$1.59M 0.01%
56,486
-5,196
1273
$1.59M 0.01%
150,226
+91,278
1274
$1.59M 0.01%
16,593
-4,748
1275
$1.59M 0.01%
27,584
+15,338
49 50
51
52 53