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
2526
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-3,885
2527
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-7,568
2528
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-7,764
2529
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-13,433
2530
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-11,572
2531
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-6,114
2532
– –
-9,995
2533
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-73,085
2534
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-22,500
2535
– –
-8,064
2536
– –
-8,667
2537
– –
-21,562
2538
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-36,611
2539
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-56,750
2540
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-1,100
2541
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-18,874
2542
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-5,200
2543
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-17,406
2544
– –
-9,234
2545
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-45,381
2546
– –
-25,027
2547
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-27,345
2548
– –
-8,171
2549
– –
-29,630
2550
– –
-20,176
100 101
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