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 11.3%
3 Financials 9.93%
4 Industrials 8.6%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-10,584
2502
– –
-8,920
2503
– –
-53,701
2504
– –
-18,205
2505
– –
-23,878
2506
– –
-12,057
2507
– –
-7,981
2508
– –
-3,023
2509
– –
-12,495
2510
– –
-13,818
2511
– –
-7,705
2512
– –
-11,320
2513
– –
-7,686
2514
– –
-35,895
2515
– –
-7,596
2516
– –
-10,250
2517
– –
-10,670
2518
– –
-9,164
2519
– –
-18,633
2520
– –
-205,019
2521
– –
-4,715
2522
– –
-13,219
2523
– –
-23,541
2524
– –
-13,048
2525
– –
-17,986
99 100
101
102 103