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
26
$132M 0.59%
1,919,409
+35,457
27
$127M 0.57%
1,540,280
-34,342
28
$122M 0.55%
3,264,530
+43,970
29
$119M 0.54%
1,140,907
+66,639
30
$118M 0.53%
595,011
+97,775
31
$116M 0.52%
1,006,133
+19,998
32
$115M 0.52%
916,471
-39,540
33
$109M 0.49%
1,586,490
+33,210
34
$108M 0.48%
1,202,731
+106,921
35
$106M 0.48%
1,092,090
-68,194
36
$106M 0.48%
1,016,535
+34,927
37
$105M 0.47%
1,299,729
+138,659
38
$104M 0.47%
678,785
-9,740
39
$103M 0.46%
1,609,779
+57,757
40
$103M 0.46%
1,609,090
+28,639
41
$102M 0.46%
1,073,900
+125,626
42
$100M 0.45%
2,570,360
-2,160
43
$99.5M 0.45%
1,071,196
+4,202
44
$96.4M 0.43%
1,288,402
-76,497
45
$96.3M 0.43%
2,558,921
-60,677
46
$95M 0.43%
750,470
+32,450
47
$94.2M 0.42%
1,188,971
+50,733
48
$93.5M 0.42%
2,178,823
-60,567
49
$91.9M 0.41%
746,703
-48,082
50
$89.9M 0.4%
860,399
+8,873
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