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
2401
$222K ﹤0.01%
5,373
-4,651
2402
$221K ﹤0.01%
22,735
+626
2403
$221K ﹤0.01%
+8,488
2404
$221K ﹤0.01%
+3,521
2405
$220K ﹤0.01%
7,260
2406
$220K ﹤0.01%
6,267
-525
2407
$220K ﹤0.01%
21,167
-31,181
2408
$219K ﹤0.01%
12,317
-6,178
2409
$218K ﹤0.01%
6,619
-928
2410
$218K ﹤0.01%
26,480
-2,587
2411
$218K ﹤0.01%
17,457
-1,275
2412
$218K ﹤0.01%
37,080
-4,178
2413
$218K ﹤0.01%
19,915
-2,459
2414
$217K ﹤0.01%
25,271
+14,069
2415
$217K ﹤0.01%
4,161
+62
2416
$216K ﹤0.01%
22,552
2417
$216K ﹤0.01%
9,007
-574
2418
$216K ﹤0.01%
7,330
+1,975
2419
$215K ﹤0.01%
70
+17
2420
$215K ﹤0.01%
+27,577
2421
$215K ﹤0.01%
13,300
-1,244
2422
$214K ﹤0.01%
6,114
+335
2423
$214K ﹤0.01%
+11,906
2424
$213K ﹤0.01%
5,070
-5,436
2425
$213K ﹤0.01%
6,125
-50
95 96
97
98 99