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
1726
$729K ﹤0.01%
34,000
+10,000
1727
$728K ﹤0.01%
166,154
-6,467
1728
$726K ﹤0.01%
+15,868
1729
$725K ﹤0.01%
25,600
-13,298
1730
$724K ﹤0.01%
44,679
-341,466
1731
$724K ﹤0.01%
40,947
-34,958
1732
$723K ﹤0.01%
92,220
+1,450
1733
$722K ﹤0.01%
19,964
+3,405
1734
$721K ﹤0.01%
39,997
-957
1735
$721K ﹤0.01%
49,510
-109
1736
$719K ﹤0.01%
144,794
-9,950
1737
$718K ﹤0.01%
+10,139
1738
$718K ﹤0.01%
39,341
-5,399
1739
$717K ﹤0.01%
12,172
+2,467
1740
$717K ﹤0.01%
17,271
+764
1741
$717K ﹤0.01%
46,213
+38,565
1742
$716K ﹤0.01%
5,999
+943
1743
$714K ﹤0.01%
6,430
-330
1744
$711K ﹤0.01%
20,240
+5,626
1745
$709K ﹤0.01%
20,797
+1,082
1746
$709K ﹤0.01%
74,070
+3,424
1747
$708K ﹤0.01%
26,118
+6,297
1748
$708K ﹤0.01%
39,155
1749
$707K ﹤0.01%
22,056
-21,564
1750
$707K ﹤0.01%
7,579
68 69
70
71 72