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
2101
$377K ﹤0.01%
5,174
+810
2102
$377K ﹤0.01%
7,475
-84
2103
$377K ﹤0.01%
20,703
-7,096
2104
$377K ﹤0.01%
45,650
-42,474
2105
$377K ﹤0.01%
5,479
+283
2106
$376K ﹤0.01%
35,000
2107
$376K ﹤0.01%
21,163
+3,744
2108
$376K ﹤0.01%
12,794
-4,232
2109
$375K ﹤0.01%
9,384
+120
2110
$375K ﹤0.01%
21,243
-8,880
2111
$374K ﹤0.01%
15,725
-4,275
2112
$373K ﹤0.01%
3,289
-5
2113
$373K ﹤0.01%
+5,025
2114
$371K ﹤0.01%
9,629
+5,132
2115
$371K ﹤0.01%
+9,292
2116
$370K ﹤0.01%
45,739
-71,733
2117
$368K ﹤0.01%
+19,994
2118
$367K ﹤0.01%
26,776
-4,185
2119
$366K ﹤0.01%
11,524
-1,260
2120
$366K ﹤0.01%
14,673
-847
2121
$364K ﹤0.01%
9,502
+199
2122
$362K ﹤0.01%
22,569
+8,216
2123
$362K ﹤0.01%
3,120
+92
2124
$362K ﹤0.01%
11,702
-142
2125
$362K ﹤0.01%
43,712
+3,499
83 84
85
86 87