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
$22.2B
AUM Growth
+$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,656
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$34.5M
3
+$24M
4
PLD icon
Prologis
PLD
+$22.1M
5
GLD icon
SPDR Gold Trust
GLD
+$20.2M

Top Sells

1
+$35.9M
2
+$35.4M
3
+$24.2M
4
EMC
EMC CORPORATION
EMC
+$21.4M
5
AAPL icon
Apple
AAPL
+$20.3M

Sector Composition

1 Healthcare 12.63%
2 Technology 11.31%
3 Financials 9.93%
4 Industrials 8.59%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21.6M 0.1%
716,633
-397,116
227
$21.5M 0.1%
266,592
-12,730
228
$21.4M 0.1%
690,084
-9,635
229
$21.1M 0.09%
3,448,371
-274,636
230
$21M 0.09%
918,373
-306,173
231
$20.9M 0.09%
461,535
-204,597
232
$20.8M 0.09%
881,396
-48,579
233
$20.7M 0.09%
780,234
+624,804
234
$20.7M 0.09%
179,006
+2,048
235
$20.6M 0.09%
291,097
+185,249
236
$20.6M 0.09%
332,216
+17,868
237
$20.6M 0.09%
560,696
-33,612
238
$20.3M 0.09%
521,181
-24,483
239
$20.1M 0.09%
152,246
+46,261
240
$19.9M 0.09%
837,548
+483,212
241
$19.9M 0.09%
220,839
-9,733
242
$19.8M 0.09%
801,201
+5,516
243
$19.6M 0.09%
164,986
-22,878
244
$19.2M 0.09%
164,665
+34,971
245
$19.2M 0.09%
394,640
+148,490
246
$19.2M 0.09%
262,733
-77,194
247
$18.9M 0.08%
230,759
+7,542
248
$18.8M 0.08%
476,365
-46,005
249
$18.8M 0.08%
599,307
-19,109
250
$18.7M 0.08%
155,685
-17,624
8 9
10
11 12