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
1626
$864K ﹤0.01%
31,268
+1,108
1627
$863K ﹤0.01%
20,441
+15,798
1628
$863K ﹤0.01%
7,031
+396
1629
$863K ﹤0.01%
96,412
+62
1630
$862K ﹤0.01%
8,550
+5,070
1631
$861K ﹤0.01%
89,652
1632
$860K ﹤0.01%
25,907
-28,243
1633
$860K ﹤0.01%
52,991
-940
1634
$857K ﹤0.01%
13,300
-2,726
1635
$850K ﹤0.01%
35,700
-3,021
1636
$849K ﹤0.01%
23,920
-5,446
1637
$848K ﹤0.01%
+65,085
1638
$844K ﹤0.01%
85,165
+49,474
1639
$843K ﹤0.01%
53,447
+4,408
1640
$843K ﹤0.01%
14,833
+119
1641
$843K ﹤0.01%
16,346
-23,542
1642
$842K ﹤0.01%
26,756
-1,409
1643
$842K ﹤0.01%
25,887
+8,316
1644
$842K ﹤0.01%
26,296
-4,979
1645
$841K ﹤0.01%
+27,540
1646
$841K ﹤0.01%
77,380
-27,835
1647
$840K ﹤0.01%
83,587
+23,252
1648
$839K ﹤0.01%
20,495
-1,700
1649
$837K ﹤0.01%
17,468
-3,644
1650
$836K ﹤0.01%
7,570
-150
64 65
66
67 68