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
2426
$213K ﹤0.01%
3,585
-25,662
2427
$212K ﹤0.01%
19,199
+5,121
2428
$212K ﹤0.01%
+9,049
2429
$211K ﹤0.01%
16,646
+4,013
2430
$211K ﹤0.01%
16,234
+495
2431
$210K ﹤0.01%
8,000
2432
$210K ﹤0.01%
16,464
-7,585
2433
$209K ﹤0.01%
+7,062
2434
$208K ﹤0.01%
+30,971
2435
$207K ﹤0.01%
32,300
+1,500
2436
$207K ﹤0.01%
+12,562
2437
$206K ﹤0.01%
3,056
-50
2438
$206K ﹤0.01%
+8,092
2439
$205K ﹤0.01%
+10,312
2440
$205K ﹤0.01%
+7,800
2441
$205K ﹤0.01%
7,930
2442
$204K ﹤0.01%
25,959
-9,742
2443
$204K ﹤0.01%
11,472
-27
2444
$204K ﹤0.01%
2,027
2445
$203K ﹤0.01%
11,552
-1,615
2446
$203K ﹤0.01%
12,500
2447
$202K ﹤0.01%
140,471
-25,553
2448
$202K ﹤0.01%
6,118
-18,211
2449
$201K ﹤0.01%
15,248
+5,090
2450
$200K ﹤0.01%
2,631
-2,094
96 97
98
99 100