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
1826
$619K ﹤0.01%
9,757
-1,363
1827
$617K ﹤0.01%
14,088
-23,966
1828
$616K ﹤0.01%
253
+72
1829
$615K ﹤0.01%
47,256
1830
$613K ﹤0.01%
17,130
-91
1831
$612K ﹤0.01%
45,146
-31,151
1832
$612K ﹤0.01%
38,370
+11,691
1833
$611K ﹤0.01%
15,466
+4,156
1834
$610K ﹤0.01%
7,540
-7,679
1835
$608K ﹤0.01%
15,180
-13,489
1836
$608K ﹤0.01%
30,510
-4,070
1837
$607K ﹤0.01%
12,597
-1,257
1838
$607K ﹤0.01%
42,874
+5,355
1839
$606K ﹤0.01%
38,959
-25
1840
$606K ﹤0.01%
32,389
+750
1841
$604K ﹤0.01%
19,478
+3,784
1842
$602K ﹤0.01%
5,622
-130
1843
$600K ﹤0.01%
473
+285
1844
$600K ﹤0.01%
15,517
-246
1845
$600K ﹤0.01%
20,794
+3,489
1846
$599K ﹤0.01%
65,304
-27,824
1847
$597K ﹤0.01%
+42,965
1848
$596K ﹤0.01%
+96,887
1849
$595K ﹤0.01%
10,552
-3,469
1850
$594K ﹤0.01%
29,270
-1,215
72 73
74
75 76