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
2376
$231K ﹤0.01%
4,133
-127
2377
$230K ﹤0.01%
9,060
-6,395
2378
$230K ﹤0.01%
8,948
-79,231
2379
$230K ﹤0.01%
+13,639
2380
$230K ﹤0.01%
+14,477
2381
$230K ﹤0.01%
28,345
+475
2382
$229K ﹤0.01%
19,285
-70,644
2383
$229K ﹤0.01%
18,034
+2,327
2384
$229K ﹤0.01%
8,247
-438
2385
$228K ﹤0.01%
+2,268
2386
$228K ﹤0.01%
15,921
-106,547
2387
$228K ﹤0.01%
13,796
-5,061
2388
$227K ﹤0.01%
+11,167
2389
$227K ﹤0.01%
4,344
-304
2390
$226K ﹤0.01%
13,061
-15
2391
$226K ﹤0.01%
9,517
-3,628
2392
$226K ﹤0.01%
24,433
-4,189
2393
$226K ﹤0.01%
4,455
-45,692
2394
$225K ﹤0.01%
5,200
2395
$225K ﹤0.01%
27,184
+525
2396
$224K ﹤0.01%
+13,629
2397
$224K ﹤0.01%
19,919
-2,388
2398
$223K ﹤0.01%
15,917
+884
2399
$223K ﹤0.01%
20,293
-1,000
2400
$222K ﹤0.01%
12,550
94 95
96
97 98