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
1376
$1.32M ﹤0.01%
80,488
-16,805
1377
$1.31M ﹤0.01%
60,961
+9,300
1378
$1.31M ﹤0.01%
30,486
+5,258
1379
$1.31M ﹤0.01%
91,770
-4,176
1380
$1.31M ﹤0.01%
176,841
+73,787
1381
$1.31M ﹤0.01%
44,270
+1,194
1382
$1.3M ﹤0.01%
33,221
-1,548
1383
$1.3M ﹤0.01%
6,239
1384
$1.3M ﹤0.01%
27,913
-9,569
1385
$1.29M ﹤0.01%
22,877
+3,129
1386
$1.29M ﹤0.01%
35,120
+400
1387
$1.29M ﹤0.01%
176,596
-25,761
1388
$1.29M ﹤0.01%
59,667
-9,204
1389
$1.29M ﹤0.01%
110,000
-591
1390
$1.29M ﹤0.01%
55,414
+1,440
1391
$1.29M ﹤0.01%
18,325
-1,147
1392
$1.28M ﹤0.01%
16,095
+5,815
1393
$1.28M ﹤0.01%
75,264
+12,734
1394
$1.28M ﹤0.01%
44,741
-895
1395
$1.28M ﹤0.01%
184,347
+14,245
1396
$1.28M ﹤0.01%
34,265
-194,138
1397
$1.27M ﹤0.01%
141,713
-14,602
1398
$1.27M ﹤0.01%
20,041
-5,718
1399
$1.27M ﹤0.01%
157,394
-3,196
1400
$1.27M ﹤0.01%
857
+768
54 55
56
57 58