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
1876
$567K ﹤0.01%
5,585
-2,160
1877
$567K ﹤0.01%
102,240
-20,130
1878
$566K ﹤0.01%
28,399
+9,548
1879
$562K ﹤0.01%
28,261
-38,545
1880
$562K ﹤0.01%
20,183
-106,738
1881
$561K ﹤0.01%
18,191
-3,683
1882
$558K ﹤0.01%
8,875
+2,462
1883
$556K ﹤0.01%
45,939
+5,485
1884
$555K ﹤0.01%
58,689
+30,533
1885
$554K ﹤0.01%
37,274
-8,414
1886
$552K ﹤0.01%
17,445
-8,115
1887
$550K ﹤0.01%
7,441
+218
1888
$548K ﹤0.01%
25,410
-2,271
1889
$548K ﹤0.01%
12,260
+1,366
1890
$546K ﹤0.01%
27,541
+9,310
1891
$545K ﹤0.01%
13,234
-873
1892
$545K ﹤0.01%
56,452
-89,027
1893
$544K ﹤0.01%
+3,815
1894
$543K ﹤0.01%
20,296
-21,464
1895
$543K ﹤0.01%
11,849
-7,374
1896
$542K ﹤0.01%
29,950
-92,158
1897
$541K ﹤0.01%
5,386
+1,168
1898
$540K ﹤0.01%
41,712
-17,783
1899
$538K ﹤0.01%
3,833
+282
1900
$537K ﹤0.01%
6,321
-59
74 75
76
77 78