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
1526
$1M ﹤0.01%
35,184
+3,001
1527
$1M ﹤0.01%
20,400
-9,809
1528
$1M ﹤0.01%
48,524
+34,875
1529
$1M ﹤0.01%
60,211
-113,685
1530
$999K ﹤0.01%
38,186
-2,254
1531
$998K ﹤0.01%
32,019
+1,480
1532
$996K ﹤0.01%
111,515
-3,022
1533
$996K ﹤0.01%
23,866
-13,445
1534
$994K ﹤0.01%
28,979
-1,320
1535
$992K ﹤0.01%
+22,426
1536
$992K ﹤0.01%
34,935
+1,104
1537
$986K ﹤0.01%
47,525
-5,065
1538
$982K ﹤0.01%
86,237
1539
$982K ﹤0.01%
41,071
-141
1540
$982K ﹤0.01%
25,970
+445
1541
$979K ﹤0.01%
15,351
+11,821
1542
$977K ﹤0.01%
46,688
+1,915
1543
$975K ﹤0.01%
15,491
+5,827
1544
$975K ﹤0.01%
41,204
-1,438
1545
$974K ﹤0.01%
76,658
-19,768
1546
$970K ﹤0.01%
47,642
-10,538
1547
$967K ﹤0.01%
55,472
+2,808
1548
$964K ﹤0.01%
36,484
+1,484
1549
$959K ﹤0.01%
20,192
+8,111
1550
$959K ﹤0.01%
12,879
+3,037
60 61
62
63 64