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
1851
$592K ﹤0.01%
5,080
+520
1852
$589K ﹤0.01%
19,764
-11,562
1853
$589K ﹤0.01%
3,147
-274
1854
$589K ﹤0.01%
+11,204
1855
$586K ﹤0.01%
26,753
-2,895
1856
$586K ﹤0.01%
21,920
-1,252
1857
$585K ﹤0.01%
18,491
-2,860
1858
$585K ﹤0.01%
16,584
+1,584
1859
$584K ﹤0.01%
+23,652
1860
$582K ﹤0.01%
26,386
-34,258
1861
$582K ﹤0.01%
5,852
+7
1862
$582K ﹤0.01%
34,130
1863
$582K ﹤0.01%
24,715
+345
1864
$579K ﹤0.01%
8,616
-650
1865
$578K ﹤0.01%
13,427
-866
1866
$578K ﹤0.01%
14,445
+5,355
1867
$577K ﹤0.01%
5,419
-881
1868
$573K ﹤0.01%
15,992
+708
1869
$573K ﹤0.01%
14,457
-13,362
1870
$572K ﹤0.01%
12,815
-1,592
1871
$570K ﹤0.01%
12,147
-32
1872
$568K ﹤0.01%
+14,784
1873
$568K ﹤0.01%
18,744
+1,275
1874
$568K ﹤0.01%
39,151
+703
1875
$568K ﹤0.01%
11,048
-3,208
73 74
75
76 77