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
1426
$1.2M ﹤0.01%
18,691
-2,910
1427
$1.2M ﹤0.01%
27,444
+13,999
1428
$1.2M ﹤0.01%
34,082
+1,275
1429
$1.19M ﹤0.01%
+40,737
1430
$1.18M ﹤0.01%
22,030
-3,102
1431
$1.18M ﹤0.01%
204,431
-75,132
1432
$1.18M ﹤0.01%
18,676
+12,850
1433
$1.18M ﹤0.01%
47,336
+8,024
1434
$1.17M ﹤0.01%
15,228
-655
1435
$1.17M ﹤0.01%
31,413
+48
1436
$1.17M ﹤0.01%
35,323
+19,354
1437
$1.17M ﹤0.01%
48,812
1438
$1.17M ﹤0.01%
9,509
-2,368
1439
$1.17M ﹤0.01%
31,292
-904
1440
$1.16M ﹤0.01%
79,337
+17,228
1441
$1.16M ﹤0.01%
35,402
+21,020
1442
$1.16M ﹤0.01%
51,435
-3,135
1443
$1.16M ﹤0.01%
24,112
+11,562
1444
$1.16M ﹤0.01%
42,464
+6,741
1445
$1.15M ﹤0.01%
196,557
-277,161
1446
$1.15M ﹤0.01%
34,493
+528
1447
$1.14M ﹤0.01%
11,982
-862
1448
$1.14M ﹤0.01%
+40,664
1449
$1.14M ﹤0.01%
404,145
1450
$1.14M ﹤0.01%
20,051
+1,222
56 57
58
59 60