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
1976
$459K ﹤0.01%
8,158
+3,129
1977
$458K ﹤0.01%
42,173
+24,442
1978
$458K ﹤0.01%
9,576
1979
$457K ﹤0.01%
9,822
+5,548
1980
$456K ﹤0.01%
15,283
+833
1981
$456K ﹤0.01%
41,370
+22,110
1982
$455K ﹤0.01%
39,132
-54,746
1983
$454K ﹤0.01%
12,028
-373
1984
$454K ﹤0.01%
+1,868
1985
$452K ﹤0.01%
+9,051
1986
$452K ﹤0.01%
114,350
+95
1987
$451K ﹤0.01%
30,470
-213,106
1988
$450K ﹤0.01%
6,210
-5,325
1989
$450K ﹤0.01%
23,234
+6,552
1990
$450K ﹤0.01%
8,952
-5,349
1991
$449K ﹤0.01%
956
+348
1992
$448K ﹤0.01%
47,274
-3,712
1993
$448K ﹤0.01%
+45,000
1994
$447K ﹤0.01%
+8,430
1995
$447K ﹤0.01%
5,564
+621
1996
$445K ﹤0.01%
4,926
+412
1997
$445K ﹤0.01%
7,068
-2,109
1998
$442K ﹤0.01%
3,487
-101
1999
$442K ﹤0.01%
77,474
+52,954
2000
$441K ﹤0.01%
3,343
-8,899
78 79
80
81 82