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
426
$8.71M 0.04%
165,486
+857
427
$8.71M 0.04%
300,097
-1,050
428
$8.7M 0.04%
284,306
-48,479
429
$8.68M 0.04%
231,206
+64,898
430
$8.64M 0.04%
40
-31
431
$8.61M 0.04%
73,911
-16,280
432
$8.61M 0.04%
105,947
-1,665
433
$8.6M 0.04%
205,397
-25,811
434
$8.57M 0.04%
289,880
+51,770
435
$8.54M 0.04%
203,826
+34,998
436
$8.46M 0.04%
186,307
-31,390
437
$8.46M 0.04%
141,005
+78,657
438
$8.39M 0.04%
197,852
+20,278
439
$8.33M 0.04%
129,866
+67,225
440
$8.3M 0.04%
429,259
-41,214
441
$8.27M 0.04%
189,844
-23,552
442
$8.24M 0.04%
110,258
+18,551
443
$8.22M 0.04%
166,828
+26,623
444
$8.21M 0.04%
183,174
-24,335
445
$8.2M 0.04%
830,230
-146,800
446
$8.18M 0.04%
4,443,742
-128,767
447
$8.16M 0.04%
184,155
-19,442
448
$8.14M 0.04%
167,295
+8,369
449
$8.13M 0.04%
228,844
-72,255
450
$8.1M 0.04%
351,171
+65,916
16 17
18
19 20