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
526
$6.66M 0.03%
81,834
-5,470
527
$6.66M 0.03%
50,051
-6,559
528
$6.65M 0.03%
42,341
-2,819
529
$6.64M 0.03%
172,166
-39,829
530
$6.63M 0.03%
223,945
+24,464
531
$6.62M 0.03%
134,671
+10,816
532
$6.57M 0.03%
141,325
+22,885
533
$6.56M 0.03%
68,273
-7,817
534
$6.52M 0.03%
69,486
-25,609
535
$6.51M 0.03%
491,385
-188,851
536
$6.5M 0.03%
213,945
+5,173
537
$6.5M 0.03%
70,020
-5,924
538
$6.49M 0.03%
162,779
+29,452
539
$6.49M 0.03%
81,740
-17,294
540
$6.47M 0.03%
54,788
-23,891
541
$6.46M 0.03%
136,798
+2,615
542
$6.46M 0.03%
166,342
-5,200
543
$6.46M 0.03%
268,608
+6,528
544
$6.44M 0.03%
58,732
+87
545
$6.42M 0.03%
121,999
-30,291
546
$6.41M 0.03%
83,497
-172
547
$6.39M 0.03%
38,486
+7,673
548
$6.35M 0.03%
127,239
-4,544
549
$6.34M 0.03%
65,721
-11,469
550
$6.33M 0.03%
23,480
+228
20 21
22
23 24