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
2301
$264K ﹤0.01%
5,507
-266
2302
$263K ﹤0.01%
+14,773
2303
$263K ﹤0.01%
46,675
+1,800
2304
$261K ﹤0.01%
21,800
-150
2305
$261K ﹤0.01%
33,300
-8,550
2306
$260K ﹤0.01%
8,553
-335,925
2307
$260K ﹤0.01%
+10,244
2308
$260K ﹤0.01%
6,499
-212
2309
$260K ﹤0.01%
26,973
+13,650
2310
$260K ﹤0.01%
16,529
-1,968
2311
$260K ﹤0.01%
11,279
+4
2312
$259K ﹤0.01%
4,000
-6
2313
$258K ﹤0.01%
2,783
+807
2314
$257K ﹤0.01%
14,279
-18,871
2315
$257K ﹤0.01%
8,535
-300
2316
$257K ﹤0.01%
4,375
-525
2317
$256K ﹤0.01%
+25,000
2318
$254K ﹤0.01%
25,231
-91,361
2319
$254K ﹤0.01%
80,000
2320
$253K ﹤0.01%
16,423
+1,847
2321
$253K ﹤0.01%
8,213
-1,904
2322
$253K ﹤0.01%
6,917
+831
2323
$253K ﹤0.01%
515
-396
2324
$252K ﹤0.01%
5,025
-1,376
2325
$251K ﹤0.01%
8,070
-405
91 92
93
94 95