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
2551
– –
-19,731
2552
– –
-5,466
2553
– –
-37,889
2554
– –
-29,347
2555
– –
-8,400
2556
– –
-230,000
2557
– –
-14,632
2558
– –
-6,320
2559
– –
-6,734
2560
– –
-35,000
2561
– –
-372,331
2562
– –
-21,351
2563
– –
-6,218
2564
– –
-46,450
2565
– –
-138,637
2566
– –
-57,366
2567
– –
-12,233
2568
– –
-13,557
2569
– –
-60,000
2570
– –
-12,345
2571
– –
-12,805
2572
– –
-15,082
2573
– –
-11,462
2574
– –
-58,118
2575
– –
-42,180
100 101 102
103
104