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
451
$8.09M 0.04%
138,753
+24,820
452
$8.04M 0.04%
103,304
+18,010
453
$8.02M 0.04%
461,014
+64,175
454
$8M 0.04%
64,229
-2,591
455
$7.98M 0.04%
73,959
+2,003
456
$7.95M 0.04%
104,070
+13,969
457
$7.93M 0.04%
119,066
-5,819
458
$7.92M 0.04%
116,748
-12,244
459
$7.91M 0.04%
343,555
-10,356
460
$7.9M 0.04%
308,587
-2,700
461
$7.86M 0.04%
97,989
-130,868
462
$7.84M 0.04%
324,292
+158,645
463
$7.84M 0.04%
179,841
+72,220
464
$7.84M 0.04%
153,459
+27,800
465
$7.82M 0.04%
244,776
+141,387
466
$7.8M 0.04%
76,877
-17,895
467
$7.78M 0.04%
104,586
-4,834
468
$7.74M 0.03%
61,421
-2,498
469
$7.72M 0.03%
243,478
+43,619
470
$7.71M 0.03%
142,842
+6,445
471
$7.7M 0.03%
200,676
+760
472
$7.7M 0.03%
159,768
-11,101
473
$7.7M 0.03%
138,387
+22,875
474
$7.7M 0.03%
498,609
-36,715
475
$7.7M 0.03%
272,829
+44,927
17 18
19
20 21