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
1326
$1.45M ﹤0.01%
40,276
-2,552
1327
$1.45M ﹤0.01%
28,410
-150
1328
$1.45M ﹤0.01%
102,861
-22,562
1329
$1.45M ﹤0.01%
52,497
-107,622
1330
$1.45M ﹤0.01%
52,468
-22,130
1331
$1.45M ﹤0.01%
126,140
-37,359
1332
$1.43M ﹤0.01%
294,848
-27,162
1333
$1.43M ﹤0.01%
38,333
+524
1334
$1.43M ﹤0.01%
24,246
+1,408
1335
$1.42M ﹤0.01%
34,370
-3,956
1336
$1.42M ﹤0.01%
35,501
-4,125
1337
$1.42M ﹤0.01%
75,276
+1,787
1338
$1.42M ﹤0.01%
74,612
+28,849
1339
$1.42M ﹤0.01%
22,403
-6,771
1340
$1.42M ﹤0.01%
28,810
-1,030
1341
$1.42M ﹤0.01%
76,428
-806
1342
$1.42M ﹤0.01%
32,344
-2,514
1343
$1.41M ﹤0.01%
47,391
-2,204
1344
$1.41M ﹤0.01%
16,219
+3,465
1345
$1.4M ﹤0.01%
43,934
+3,342
1346
$1.4M ﹤0.01%
22,544
-1,079
1347
$1.4M ﹤0.01%
23,070
+575
1348
$1.4M ﹤0.01%
84,832
-57,924
1349
$1.4M ﹤0.01%
+39,222
1350
$1.4M ﹤0.01%
33,276
-400
52 53
54
55 56