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
2526
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-8,091
2527
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-69,308
2528
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-10,000
2529
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-51,024
2530
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2531
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-33,165
2532
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-11,176
2533
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-3,056
2534
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-13,340
2535
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-10,824
2536
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-10,811
2537
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-11,334
2538
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-14,499
2539
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-308
2540
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-26,342
2541
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-26,019
2542
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-4,815
2543
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-12,603
2544
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-30,784
2545
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-12,918
2546
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-340,000
2547
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-18,652
2548
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-10,898
2549
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-16,600
2550
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-10,002
100 101
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