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
1776
$680K ﹤0.01%
5,997
-2,662
1777
$680K ﹤0.01%
10,242
-2,362
1778
$680K ﹤0.01%
52,227
+889
1779
$679K ﹤0.01%
23,076
-7,012
1780
$678K ﹤0.01%
20,670
-920
1781
$677K ﹤0.01%
18,395
+365
1782
$677K ﹤0.01%
22,932
-651
1783
$676K ﹤0.01%
+42,182
1784
$672K ﹤0.01%
60,146
-603
1785
$670K ﹤0.01%
4,676
-983
1786
$670K ﹤0.01%
66,816
-2,358
1787
$667K ﹤0.01%
17,435
+12,415
1788
$665K ﹤0.01%
7,687
+126
1789
$664K ﹤0.01%
5,709
-1,036
1790
$663K ﹤0.01%
27,098
+6,460
1791
$663K ﹤0.01%
49,297
-4,323
1792
$660K ﹤0.01%
63,500
-1,566
1793
$659K ﹤0.01%
19,433
-1,782
1794
$659K ﹤0.01%
20,179
+6,720
1795
$659K ﹤0.01%
20,172
-22,607
1796
$658K ﹤0.01%
104,006
+16,315
1797
$654K ﹤0.01%
17,122
-8,123
1798
$651K ﹤0.01%
27,667
-337
1799
$650K ﹤0.01%
33,033
-6,549
1800
$649K ﹤0.01%
24,619
-124
70 71
72
73 74