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
1576
$927K ﹤0.01%
8,313
-3,879
1577
$925K ﹤0.01%
18,020
-173
1578
$921K ﹤0.01%
+106,247
1579
$920K ﹤0.01%
14,986
-2,059
1580
$919K ﹤0.01%
24,629
-807
1581
$919K ﹤0.01%
21,522
+2,298
1582
$916K ﹤0.01%
50,100
1583
$916K ﹤0.01%
42,816
-4,761
1584
$915K ﹤0.01%
55,087
+5,875
1585
$915K ﹤0.01%
9,243
-22,269
1586
$910K ﹤0.01%
125,000
1587
$908K ﹤0.01%
5,034
-999
1588
$906K ﹤0.01%
37,805
+11,112
1589
$905K ﹤0.01%
+54,349
1590
$903K ﹤0.01%
7,951
-91
1591
$903K ﹤0.01%
45,142
-1,903
1592
$902K ﹤0.01%
+52,967
1593
$901K ﹤0.01%
7,698
+267
1594
$901K ﹤0.01%
+54,752
1595
$898K ﹤0.01%
+30,859
1596
$897K ﹤0.01%
27,745
+2,126
1597
$897K ﹤0.01%
36,938
+2,929
1598
$894K ﹤0.01%
+31,981
1599
$892K ﹤0.01%
37,657
-17,159
1600
$891K ﹤0.01%
11,976
+4,870
62 63
64
65 66