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
326
$12.3M 0.06%
603,773
-8,812
327
$12M 0.05%
775,629
+109,088
328
$12M 0.05%
189,293
+24,174
329
$12M 0.05%
345,922
-50,991
330
$11.9M 0.05%
202,328
-72,258
331
$11.9M 0.05%
176,906
+155,300
332
$11.9M 0.05%
235,049
-11,306
333
$11.8M 0.05%
184,520
-5,918
334
$11.8M 0.05%
92,200
-5,278
335
$11.8M 0.05%
159,641
+26,716
336
$11.8M 0.05%
106,981
+3,814
337
$11.7M 0.05%
240,718
+11,212
338
$11.6M 0.05%
156,176
-18,425
339
$11.6M 0.05%
317,800
+274,036
340
$11.5M 0.05%
102,373
-22,297
341
$11.5M 0.05%
179,433
+56,646
342
$11.4M 0.05%
203,035
+7,460
343
$11.4M 0.05%
237,884
-9,219
344
$11.4M 0.05%
743,350
-48,220
345
$11.2M 0.05%
683,095
-147,149
346
$11.1M 0.05%
291,825
+52,185
347
$11.1M 0.05%
406,368
-36,608
348
$11.1M 0.05%
435,026
+2,488
349
$11.1M 0.05%
242,407
+9,674
350
$11.1M 0.05%
253,134
+193,789
12 13
14
15 16