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
476
$7.69M 0.03%
53,019
-10,242
477
$7.68M 0.03%
40,160
-21,173
478
$7.67M 0.03%
65,378
+772
479
$7.66M 0.03%
75,160
-35,644
480
$7.65M 0.03%
60,479
-7,170
481
$7.62M 0.03%
94,295
+13,929
482
$7.62M 0.03%
150,722
+14,597
483
$7.58M 0.03%
100,473
+3,555
484
$7.56M 0.03%
118,376
-15,052
485
$7.55M 0.03%
193,540
+12,488
486
$7.54M 0.03%
496,765
-20,214
487
$7.53M 0.03%
125,858
+47,459
488
$7.44M 0.03%
232,512
+32,206
489
$7.44M 0.03%
276,714
+13,280
490
$7.42M 0.03%
192,874
+167,539
491
$7.41M 0.03%
109,852
-30,253
492
$7.32M 0.03%
289,205
+13,198
493
$7.29M 0.03%
91,365
-8,423
494
$7.24M 0.03%
89,913
+14,911
495
$7.23M 0.03%
99,961
-6,689
496
$7.22M 0.03%
183,421
+21,677
497
$7.21M 0.03%
125,117
-101
498
$7.2M 0.03%
56,820
-2,091
499
$7.2M 0.03%
147,761
+18,751
500
$7.19M 0.03%
77,252
+1,783
18 19
20
21 22