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
1476
$1.08M ﹤0.01%
29,861
+120
1477
$1.08M ﹤0.01%
63,127
-35,096
1478
$1.08M ﹤0.01%
+108,714
1479
$1.08M ﹤0.01%
26,313
-105
1480
$1.07M ﹤0.01%
21,731
+295
1481
$1.07M ﹤0.01%
12,320
+9,030
1482
$1.07M ﹤0.01%
31,897
1483
$1.06M ﹤0.01%
26,278
-5,476
1484
$1.06M ﹤0.01%
44,259
-150
1485
$1.06M ﹤0.01%
3,968
+3,512
1486
$1.06M ﹤0.01%
51,364
+19,807
1487
$1.05M ﹤0.01%
8,688
-21,987
1488
$1.05M ﹤0.01%
22,461
-720
1489
$1.05M ﹤0.01%
22,496
+574
1490
$1.05M ﹤0.01%
19,432
+12,345
1491
$1.05M ﹤0.01%
+580,314
1492
$1.05M ﹤0.01%
22,744
+12,538
1493
$1.04M ﹤0.01%
31,558
-1,135
1494
$1.04M ﹤0.01%
67,397
+11,125
1495
$1.04M ﹤0.01%
31,473
-4,535
1496
$1.03M ﹤0.01%
51,928
-16
1497
$1.03M ﹤0.01%
90,107
+25,746
1498
$1.03M ﹤0.01%
83,256
-44,862
1499
$1.03M ﹤0.01%
21,254
+4,672
1500
$1.03M ﹤0.01%
+25,268
58 59
60
61 62