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
1401
$1.26M ﹤0.01%
142,617
-1,323
1402
$1.26M ﹤0.01%
16,493
+1,783
1403
$1.26M ﹤0.01%
87,641
+25,191
1404
$1.25M ﹤0.01%
24,280
-10,088
1405
$1.25M ﹤0.01%
19,709
+9,457
1406
$1.25M ﹤0.01%
26,999
-15
1407
$1.25M ﹤0.01%
3,675
+283
1408
$1.25M ﹤0.01%
71,564
-11,637
1409
$1.24M ﹤0.01%
16,548
-8,498
1410
$1.24M ﹤0.01%
32,426
+4,749
1411
$1.23M ﹤0.01%
143,584
+4,029
1412
$1.23M ﹤0.01%
22,088
-1,412
1413
$1.23M ﹤0.01%
97,280
-52,769
1414
$1.23M ﹤0.01%
20,337
-1,056
1415
$1.23M ﹤0.01%
14,994
1416
$1.23M ﹤0.01%
170,407
+14,609
1417
$1.22M ﹤0.01%
49,643
-3,140
1418
$1.22M ﹤0.01%
91,808
-7,739
1419
$1.22M ﹤0.01%
23,841
+16,659
1420
$1.22M ﹤0.01%
57,813
-685
1421
$1.22M ﹤0.01%
98,384
-23,960
1422
$1.21M ﹤0.01%
46,157
-769
1423
$1.21M ﹤0.01%
27,174
+13,166
1424
$1.21M ﹤0.01%
36,306
+15,327
1425
$1.2M ﹤0.01%
29,023
+23,113
55 56
57
58 59