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
2126
$362K ﹤0.01%
+14,658
2127
$361K ﹤0.01%
29,648
-374
2128
$358K ﹤0.01%
57,836
-18,211
2129
$358K ﹤0.01%
43,331
-19,479
2130
$358K ﹤0.01%
8,911
+520
2131
$357K ﹤0.01%
+3,385
2132
$356K ﹤0.01%
26,594
-18,769
2133
$356K ﹤0.01%
8,480
-322
2134
$355K ﹤0.01%
2,867
+224
2135
$354K ﹤0.01%
25,499
-845
2136
$354K ﹤0.01%
10,071
-8,511
2137
$354K ﹤0.01%
+8,317
2138
$353K ﹤0.01%
9,757
-87
2139
$353K ﹤0.01%
11,754
+3,475
2140
$352K ﹤0.01%
14,727
-6,029
2141
$352K ﹤0.01%
6,420
2142
$350K ﹤0.01%
+1,579
2143
$349K ﹤0.01%
19,417
+1,801
2144
$349K ﹤0.01%
+3,930
2145
$348K ﹤0.01%
+27,643
2146
$346K ﹤0.01%
7,174
-56
2147
$346K ﹤0.01%
44,850
+4,000
2148
$345K ﹤0.01%
4,458
-287
2149
$345K ﹤0.01%
7,499
-295
2150
$345K ﹤0.01%
13,109
-1,008
84 85
86
87 88