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
1301
$1.51M ﹤0.01%
15,603
-459
1302
$1.51M ﹤0.01%
37,569
-1,216
1303
$1.51M ﹤0.01%
59,377
+19,640
1304
$1.51M ﹤0.01%
76,495
-36,501
1305
$1.5M ﹤0.01%
57,091
-3,817
1306
$1.5M ﹤0.01%
+12,562
1307
$1.5M ﹤0.01%
30,817
+14,578
1308
$1.5M ﹤0.01%
42,257
+15,822
1309
$1.5M ﹤0.01%
131,898
-22,989
1310
$1.49M ﹤0.01%
22,441
+889
1311
$1.49M ﹤0.01%
60,271
+19,112
1312
$1.48M ﹤0.01%
61,860
-22,008
1313
$1.48M ﹤0.01%
93,292
-4,506
1314
$1.47M ﹤0.01%
42,834
-13,813
1315
$1.47M ﹤0.01%
122,044
-13,671
1316
$1.47M ﹤0.01%
18,114
+13,893
1317
$1.47M ﹤0.01%
77,220
+3,597
1318
$1.47M ﹤0.01%
23,923
-113,329
1319
$1.47M ﹤0.01%
44,951
+8,871
1320
$1.47M ﹤0.01%
52,692
-5,699
1321
$1.46M ﹤0.01%
364,586
-40,479
1322
$1.46M ﹤0.01%
13,265
+2,469
1323
$1.46M ﹤0.01%
90,664
+11,958
1324
$1.46M ﹤0.01%
26,548
-23,223
1325
$1.45M ﹤0.01%
62,868
+12,864
51 52
53
54 55