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
1926
$512K ﹤0.01%
+14,297
1927
$508K ﹤0.01%
24,535
-48
1928
$508K ﹤0.01%
8,325
-3,626
1929
$508K ﹤0.01%
11,078
-3,214
1930
$507K ﹤0.01%
12,949
+1,890
1931
$507K ﹤0.01%
41,090
-2,078
1932
$507K ﹤0.01%
5,325
+1,454
1933
$504K ﹤0.01%
+50,346
1934
$503K ﹤0.01%
+20,387
1935
$502K ﹤0.01%
13,050
1936
$501K ﹤0.01%
604
-1
1937
$501K ﹤0.01%
31,948
-5,581
1938
$500K ﹤0.01%
24,628
-11,358
1939
$500K ﹤0.01%
2,500
+1,844
1940
$500K ﹤0.01%
13,645
-326
1941
$499K ﹤0.01%
24,238
+11,261
1942
$499K ﹤0.01%
44,422
+1,427
1943
$498K ﹤0.01%
18,525
-973
1944
$496K ﹤0.01%
60,532
-1,046
1945
$494K ﹤0.01%
29,484
+5,460
1946
$492K ﹤0.01%
17,757
-145
1947
$490K ﹤0.01%
8,385
+3,735
1948
$487K ﹤0.01%
34,081
-45,782
1949
$487K ﹤0.01%
28,227
-944
1950
$485K ﹤0.01%
96,730
-16,215
76 77
78
79 80