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
501
$7.18M 0.03%
80,987
+14,640
502
$7.12M 0.03%
104,782
-4,353
503
$7.09M 0.03%
58,498
+27,548
504
$7.08M 0.03%
218,845
+35,715
505
$7.08M 0.03%
305,739
+22,951
506
$7.05M 0.03%
240,302
+33,641
507
$7.03M 0.03%
73,234
+12,883
508
$7.02M 0.03%
341,355
-46,195
509
$7.01M 0.03%
121,371
-6,764
510
$6.99M 0.03%
158,016
+3,660
511
$6.98M 0.03%
130,302
-9,778
512
$6.98M 0.03%
285,881
+45,610
513
$6.92M 0.03%
104,701
+32,520
514
$6.85M 0.03%
270,162
+9,174
515
$6.8M 0.03%
1,024,510
-12,390
516
$6.78M 0.03%
135,224
-41,549
517
$6.77M 0.03%
146,180
-5,443
518
$6.77M 0.03%
335,619
+55,006
519
$6.74M 0.03%
55,952
+28,187
520
$6.73M 0.03%
212,577
+32,215
521
$6.73M 0.03%
189,706
+39,556
522
$6.72M 0.03%
3,921,920
-375,880
523
$6.72M 0.03%
68,794
-4,939
524
$6.69M 0.03%
156,326
+30,770
525
$6.67M 0.03%
180,021
+32,302
19 20
21
22 23