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
1351
$1.4M ﹤0.01%
107,250
-11,186
1352
$1.39M ﹤0.01%
15,356
+152
1353
$1.39M ﹤0.01%
140,846
-15,063
1354
$1.39M ﹤0.01%
30,664
-10,332
1355
$1.38M ﹤0.01%
14,012
-4,860
1356
$1.38M ﹤0.01%
27,975
-2,602
1357
$1.38M ﹤0.01%
9,817
+306
1358
$1.36M ﹤0.01%
41,225
+33,445
1359
$1.36M ﹤0.01%
201,457
+17,905
1360
$1.36M ﹤0.01%
25,299
-11,323
1361
$1.36M ﹤0.01%
57,681
-7,269
1362
$1.35M ﹤0.01%
129,485
-3,057
1363
$1.35M ﹤0.01%
32,196
-107,336
1364
$1.35M ﹤0.01%
30,538
-1,088
1365
$1.35M ﹤0.01%
+61,746
1366
$1.35M ﹤0.01%
142,844
-20,261
1367
$1.34M ﹤0.01%
42,520
+1,340
1368
$1.34M ﹤0.01%
12,245
-1,200
1369
$1.33M ﹤0.01%
83,909
-27,615
1370
$1.33M ﹤0.01%
19,924
-3,036
1371
$1.33M ﹤0.01%
98,668
-6,385
1372
$1.33M ﹤0.01%
393,605
+60,760
1373
$1.33M ﹤0.01%
45,229
-14,764
1374
$1.32M ﹤0.01%
57,543
+4,660
1375
$1.32M ﹤0.01%
21,712
+11,770
53 54
55
56 57