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
2501
– –
-7,568
2502
– –
-7,764
2503
– –
-13,433
2504
– –
-11,572
2505
– –
-6,114
2506
– –
-18,874
2507
– –
-161,546
2508
– –
-5,200
2509
– –
-17,406
2510
– –
-9,234
2511
– –
-14,643
2512
– –
-25,027
2513
– –
-3,165
2514
– –
-2,759
2515
– –
-19,000
2516
– –
0
2517
– –
-14,200
2518
– –
-10,000
2519
– –
-10,100
2520
– –
-3,238
2521
– –
-13,789
2522
– –
-2,606
2523
– –
-60,421
2524
– –
-10,011
2525
– –
-58,998
99 100
101
102 103