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
1676
$801K ﹤0.01%
8,546
-2,504
1677
$801K ﹤0.01%
43,108
-360
1678
$800K ﹤0.01%
99,756
-5,946
1679
$799K ﹤0.01%
24,148
-3,729
1680
$797K ﹤0.01%
16,037
-983
1681
$797K ﹤0.01%
23,735
-1,378
1682
$794K ﹤0.01%
28,485
-2,182
1683
$791K ﹤0.01%
47,887
-3,110
1684
$790K ﹤0.01%
96,202
+365
1685
$789K ﹤0.01%
+100,413
1686
$787K ﹤0.01%
9,651
-11,153
1687
$784K ﹤0.01%
+53,406
1688
$783K ﹤0.01%
78,600
+7,314
1689
$781K ﹤0.01%
52,534
+37,441
1690
$779K ﹤0.01%
+77,500
1691
$778K ﹤0.01%
67,329
+35,329
1692
$778K ﹤0.01%
+30,524
1693
$777K ﹤0.01%
43,612
-2,329
1694
$775K ﹤0.01%
12,123
-6,378
1695
$775K ﹤0.01%
37,560
+1,520
1696
$772K ﹤0.01%
13,834
+8,119
1697
$771K ﹤0.01%
7,558
+1,236
1698
$769K ﹤0.01%
+52,795
1699
$769K ﹤0.01%
1,519,097
-197,633
1700
$768K ﹤0.01%
+90,279
66 67
68
69 70