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
376
$9.97M 0.04%
451,783
-66,957
377
$9.95M 0.04%
151,907
+21,630
378
$9.93M 0.04%
382,952
-26,478
379
$9.86M 0.04%
221,284
-5,261
380
$9.85M 0.04%
89,735
+10,917
381
$9.72M 0.04%
382,365
+12,003
382
$9.72M 0.04%
318,411
-16,211
383
$9.72M 0.04%
150,653
+2,304
384
$9.71M 0.04%
773,218
-958
385
$9.71M 0.04%
125,634
-7,607
386
$9.7M 0.04%
326,196
+304,428
387
$9.69M 0.04%
183,505
-6,611
388
$9.64M 0.04%
85,856
+11,781
389
$9.54M 0.04%
199,844
-5,306
390
$9.47M 0.04%
187,629
-62
391
$9.46M 0.04%
165,069
-334
392
$9.44M 0.04%
103,420
+2,533
393
$9.44M 0.04%
146,290
+42,884
394
$9.42M 0.04%
176,767
+9,182
395
$9.41M 0.04%
116,941
+20,785
396
$9.38M 0.04%
150,555
+22,201
397
$9.36M 0.04%
557,868
+100,186
398
$9.34M 0.04%
247,069
-20,715
399
$9.34M 0.04%
101,405
-14,403
400
$9.33M 0.04%
986,000
-52,820
14 15
16
17 18