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
2276
$277K ﹤0.01%
2,588
-1,648
2277
$277K ﹤0.01%
4,466
+219
2278
$276K ﹤0.01%
9,000
2279
$276K ﹤0.01%
12,145
-1,775
2280
$276K ﹤0.01%
9,864
+3,252
2281
$275K ﹤0.01%
6,216
+339
2282
$274K ﹤0.01%
5,404
+474
2283
$273K ﹤0.01%
32,593
-7,948
2284
$273K ﹤0.01%
11,679
+11
2285
$272K ﹤0.01%
+19,469
2286
$272K ﹤0.01%
16,688
+4,688
2287
$272K ﹤0.01%
9,466
-318
2288
$271K ﹤0.01%
3,387
-1
2289
$270K ﹤0.01%
4,123
-534
2290
$270K ﹤0.01%
8,368
-740
2291
$269K ﹤0.01%
10,120
2292
$268K ﹤0.01%
+19,616
2293
$268K ﹤0.01%
7,700
2294
$268K ﹤0.01%
19,017
-15,009
2295
$267K ﹤0.01%
32,742
+6,254
2296
$266K ﹤0.01%
+9,776
2297
$265K ﹤0.01%
10,908
2298
$265K ﹤0.01%
17,521
-10,298
2299
$265K ﹤0.01%
9,223
+560
2300
$265K ﹤0.01%
+10,179
90 91
92
93 94