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
301
$14.8M 0.07%
183,080
+1,506
302
$14.7M 0.07%
174,431
-53,600
303
$14.6M 0.07%
134,295
+22,915
304
$14.5M 0.07%
336,180
+27,556
305
$14.3M 0.06%
150,255
-38,107
306
$14.3M 0.06%
307,878
+49,733
307
$14.2M 0.06%
239,838
-55,314
308
$14.2M 0.06%
354,990
+3,892
309
$14.1M 0.06%
165,577
-11,575
310
$14M 0.06%
166,255
-65,007
311
$14M 0.06%
174,538
+98,322
312
$13.9M 0.06%
201,246
+13,651
313
$13.8M 0.06%
886,237
+373,501
314
$13.8M 0.06%
286,942
-9,724
315
$13.8M 0.06%
296,218
-49,349
316
$13.4M 0.06%
153,781
-4,086
317
$13.2M 0.06%
249,298
+2,827
318
$13.1M 0.06%
204,194
-145,899
319
$13.1M 0.06%
123,752
-2,393
320
$12.8M 0.06%
145,679
-3,886
321
$12.7M 0.06%
108,903
-9,228
322
$12.5M 0.06%
187,346
+11,175
323
$12.5M 0.06%
1,583,577
+83,950
324
$12.5M 0.06%
98,687
-15,435
325
$12.3M 0.06%
119,518
+48,725
11 12
13
14 15