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
401
$9.32M 0.04%
240,702
+49,718
402
$9.32M 0.04%
87,851
-9,249
403
$9.31M 0.04%
331,697
+35,099
404
$9.29M 0.04%
232,925
-12,408
405
$9.27M 0.04%
301,846
-401,476
406
$9.26M 0.04%
54,499
+14,091
407
$9.25M 0.04%
887,484
-59,080
408
$9.24M 0.04%
425,633
+146,141
409
$9.17M 0.04%
112,834
-7,048
410
$9.16M 0.04%
332,660
+5,055
411
$9.13M 0.04%
11,871
+11,253
412
$9.11M 0.04%
70,414
-119,305
413
$9.1M 0.04%
154,251
-885
414
$9.06M 0.04%
891,444
-37,881
415
$9.05M 0.04%
232,997
+117,027
416
$8.97M 0.04%
174,592
-12,023
417
$8.94M 0.04%
206,512
-1,969
418
$8.93M 0.04%
282,775
+60,698
419
$8.91M 0.04%
76,712
-3,816
420
$8.84M 0.04%
31,347
+3,925
421
$8.84M 0.04%
193,109
-2,117
422
$8.83M 0.04%
347,726
+4,963
423
$8.76M 0.04%
60,585
+5,792
424
$8.74M 0.04%
388,021
+137,680
425
$8.73M 0.04%
186,344
+25,264
15 16
17
18 19