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
2326
$250K ﹤0.01%
+8,780
2327
$250K ﹤0.01%
10,095
+1,251
2328
$249K ﹤0.01%
+2,923
2329
$249K ﹤0.01%
4,059
-1,791
2330
$249K ﹤0.01%
27,399
+514
2331
$249K ﹤0.01%
44,269
+12,365
2332
$249K ﹤0.01%
+20,991
2333
$248K ﹤0.01%
+12,500
2334
$248K ﹤0.01%
5,675
+776
2335
$247K ﹤0.01%
28,194
-3,160
2336
$247K ﹤0.01%
14,142
-1,710
2337
$247K ﹤0.01%
5,552
-957
2338
$246K ﹤0.01%
19,361
+6,400
2339
$246K ﹤0.01%
16,705
+1,685
2340
$246K ﹤0.01%
16,240
-4,192
2341
$245K ﹤0.01%
15,958
+594
2342
$244K ﹤0.01%
13,260
+246
2343
$244K ﹤0.01%
23,535
-365
2344
$244K ﹤0.01%
2,598
-425
2345
$243K ﹤0.01%
5,129
-25,953
2346
$243K ﹤0.01%
4,846
+68
2347
$243K ﹤0.01%
6,062
-16,549
2348
$243K ﹤0.01%
19,184
-79,095
2349
$243K ﹤0.01%
5,750
-104
2350
$243K ﹤0.01%
12,103
+2,595
92 93
94
95 96