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
276
$16.5M 0.07%
90,409
-23,375
277
$16.5M 0.07%
231,438
-10,858
278
$16.4M 0.07%
143,708
+4,686
279
$16.4M 0.07%
495,292
-82,612
280
$16.3M 0.07%
75,078
+15,792
281
$16.3M 0.07%
393,146
-13,889
282
$16.2M 0.07%
996,924
-4,440
283
$16.1M 0.07%
348,312
-5,138
284
$16M 0.07%
619,821
-39,495
285
$15.9M 0.07%
538,649
-45,466
286
$15.8M 0.07%
141,041
+14,894
287
$15.8M 0.07%
298,523
+234,536
288
$15.8M 0.07%
184,038
-3,710
289
$15.7M 0.07%
247,552
+100,078
290
$15.6M 0.07%
200,438
+18,336
291
$15.4M 0.07%
430,609
-111,272
292
$15.4M 0.07%
481,031
+92,388
293
$15.4M 0.07%
221,068
-455
294
$15.2M 0.07%
218,790
-20,104
295
$15.2M 0.07%
157,226
-10,131
296
$15.2M 0.07%
136,181
-19,780
297
$15M 0.07%
212,321
+4,080
298
$15M 0.07%
318,583
-8,434
299
$15M 0.07%
487,859
-30,090
300
$14.9M 0.07%
421,233
+11,392
10 11
12
13 14