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
1951
$485K ﹤0.01%
5,037
-1,445
1952
$484K ﹤0.01%
+6,488
1953
$483K ﹤0.01%
9,267
-2,894
1954
$483K ﹤0.01%
13,121
-5,121
1955
$482K ﹤0.01%
+37,827
1956
$476K ﹤0.01%
33,902
+12,765
1957
$476K ﹤0.01%
192,228
-40,304
1958
$475K ﹤0.01%
47,044
+8,571
1959
$474K ﹤0.01%
12,409
-6,866
1960
$473K ﹤0.01%
11,654
-3,488
1961
$471K ﹤0.01%
+18,570
1962
$470K ﹤0.01%
33,021
-701
1963
$468K ﹤0.01%
18,865
-473
1964
$468K ﹤0.01%
22,434
-828
1965
$467K ﹤0.01%
13,424
-1,578
1966
$467K ﹤0.01%
8,766
-1,898
1967
$467K ﹤0.01%
27,269
-5,703
1968
$465K ﹤0.01%
27,532
-4,410
1969
$465K ﹤0.01%
9,171
-1,345
1970
$463K ﹤0.01%
23,263
+3,679
1971
$463K ﹤0.01%
33,947
-2,536
1972
$463K ﹤0.01%
10,988
+65
1973
$462K ﹤0.01%
9,978
-1,088
1974
$462K ﹤0.01%
6,069
-201
1975
$459K ﹤0.01%
23,706
-371
77 78
79
80 81