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
1651
$835K ﹤0.01%
17,691
-800
1652
$835K ﹤0.01%
7,295
+2,032
1653
$833K ﹤0.01%
50,000
-250
1654
$833K ﹤0.01%
29,334
+22,948
1655
$833K ﹤0.01%
28,215
-4,239
1656
$832K ﹤0.01%
15,912
+10,869
1657
$832K ﹤0.01%
14,792
-178
1658
$829K ﹤0.01%
27,930
-387
1659
$828K ﹤0.01%
17,582
-1,036
1660
$828K ﹤0.01%
135,420
-3,200
1661
$824K ﹤0.01%
+25,877
1662
$823K ﹤0.01%
16,814
+8,653
1663
$823K ﹤0.01%
51,413
-11,184
1664
$820K ﹤0.01%
41,245
+14,025
1665
$819K ﹤0.01%
40,000
1666
$817K ﹤0.01%
21,327
+1,219
1667
$817K ﹤0.01%
41,463
+43
1668
$816K ﹤0.01%
76,219
+3,225
1669
$815K ﹤0.01%
24,454
-8,535
1670
$815K ﹤0.01%
22,583
-106,733
1671
$813K ﹤0.01%
9,485
-3,693
1672
$810K ﹤0.01%
77,705
-4,526
1673
$806K ﹤0.01%
60,563
-16,012
1674
$806K ﹤0.01%
31,914
-5,657
1675
$805K ﹤0.01%
34,944
-3,360
65 66
67
68 69