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
1551
$958K ﹤0.01%
145,822
+49,347
1552
$956K ﹤0.01%
46,464
-4,151
1553
$951K ﹤0.01%
82,129
-34,267
1554
$949K ﹤0.01%
4,064
+183
1555
$949K ﹤0.01%
14,554
+2,250
1556
$948K ﹤0.01%
48,302
-2,596
1557
$948K ﹤0.01%
9,230
-2,765
1558
$947K ﹤0.01%
49,075
-9,216
1559
$947K ﹤0.01%
46,247
-38,108
1560
$947K ﹤0.01%
6,178
-2,624
1561
$946K ﹤0.01%
68,540
-2,853
1562
$944K ﹤0.01%
41,585
+8,935
1563
$943K ﹤0.01%
14,244
-2,836
1564
$942K ﹤0.01%
39,440
+20,549
1565
$940K ﹤0.01%
66,433
+3,885
1566
$939K ﹤0.01%
5,763
+560
1567
$939K ﹤0.01%
40,735
+1,809
1568
$939K ﹤0.01%
66,710
-65,000
1569
$939K ﹤0.01%
65,730
+4,464
1570
$934K ﹤0.01%
15,601
-5,624
1571
$934K ﹤0.01%
38,767
+8,699
1572
$930K ﹤0.01%
35,125
+15,589
1573
$929K ﹤0.01%
155,267
+12,968
1574
$929K ﹤0.01%
41,665
-23,744
1575
$928K ﹤0.01%
8,174
+1,010
61 62
63
64 65