We are live on ! Find out more
Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$34.6M
3
+$23.9M
4
PLD icon
Prologis
PLD
+$21.8M
5
GLD icon
SPDR Gold Trust
GLD
+$20.3M

Top Sells

1
+$38.8M
2
+$35.3M
3
+$23.1M
4
EMC
EMC CORPORATION
EMC
+$21.4M
5
CTSH icon
Cognizant
CTSH
+$20M

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
– –
-35,895
2502
– –
-7,596
2503
– –
-10,250
2504
– –
-10,670
2505
– –
-9,164
2506
– –
-18,633
2507
– –
-205,019
2508
– –
-4,715
2509
– –
-13,219
2510
– –
-23,541
2511
– –
-13,048
2512
– –
-17,986
2513
– –
-3,885
2514
– –
-7,764
2515
– –
-13,433
2516
– –
-11,572
2517
– –
-6,114
2518
– –
-9,995
2519
– –
-73,085
2520
– –
-22,500
2521
– –
-8,064
2522
– –
-10,807
2523
– –
-8,667
2524
– –
-21,562
2525
– –
-45,480
99 100
101
102 103