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
1451
$1.14M ﹤0.01%
19,183
+3,332
1452
$1.14M ﹤0.01%
12,524
-1,558
1453
$1.13M ﹤0.01%
17,767
+7,263
1454
$1.13M ﹤0.01%
79,712
-20
1455
$1.13M ﹤0.01%
187,469
+17,311
1456
$1.13M ﹤0.01%
72,906
1457
$1.13M ﹤0.01%
28,010
-717
1458
$1.13M ﹤0.01%
22,390
-475
1459
$1.12M ﹤0.01%
15,742
-3,658
1460
$1.12M ﹤0.01%
8,299
-9,133
1461
$1.12M ﹤0.01%
+19,447
1462
$1.11M ﹤0.01%
13,985
+2,000
1463
$1.11M ﹤0.01%
+53,328
1464
$1.11M ﹤0.01%
27,053
+3,469
1465
$1.1M ﹤0.01%
189,509
+22,038
1466
$1.1M ﹤0.01%
+62,595
1467
$1.1M ﹤0.01%
88,471
+6,221
1468
$1.1M ﹤0.01%
94,171
+9,625
1469
$1.09M ﹤0.01%
224,710
-3,220
1470
$1.09M ﹤0.01%
88,359
+76,905
1471
$1.09M ﹤0.01%
65,141
-15,437
1472
$1.09M ﹤0.01%
41,130
-10,962
1473
$1.09M ﹤0.01%
12,997
+996
1474
$1.08M ﹤0.01%
213,110
-20,121
1475
$1.08M ﹤0.01%
25,522
+9,789
57 58
59
60 61