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
251
$18.6M 0.08%
613,024
+90,411
252
$18.5M 0.08%
341,111
+55,111
253
$18.5M 0.08%
800,698
-150,129
254
$18.4M 0.08%
485,303
+64,488
255
$18.4M 0.08%
86,015
-5,426
256
$18.4M 0.08%
606,969
-189,657
257
$18.4M 0.08%
259,348
-28,882
258
$18.3M 0.08%
553,220
+73,525
259
$18.2M 0.08%
545,672
+106,808
260
$18.2M 0.08%
225,467
-5,542
261
$18.2M 0.08%
687,407
-29,332
262
$18.2M 0.08%
1,505,365
-102,767
263
$18.1M 0.08%
225,423
-189
264
$18M 0.08%
274,929
+142,475
265
$18M 0.08%
427,417
-17,053
266
$17.8M 0.08%
210,378
+152,834
267
$17.7M 0.08%
815,553
-51,973
268
$17.7M 0.08%
220,003
+51,230
269
$17.7M 0.08%
191,496
-2,910
270
$17.5M 0.08%
276,070
+37,760
271
$17.5M 0.08%
378,420
+18,408
272
$17M 0.08%
456,454
+56,562
273
$16.9M 0.08%
206,807
+8,530
274
$16.7M 0.08%
610,749
-2,391
275
$16.7M 0.07%
324,238
+67,512
9 10
11
12 13