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
551
$6.32M 0.03%
93,362
+12,947
552
$6.32M 0.03%
109,243
-14,271
553
$6.3M 0.03%
265,265
-29,712
554
$6.3M 0.03%
217,886
+39,310
555
$6.27M 0.03%
196,729
+30,442
556
$6.24M 0.03%
178,051
+29,709
557
$6.24M 0.03%
96,939
+6,686
558
$6.24M 0.03%
78,781
+14,745
559
$6.23M 0.03%
246,955
+6,287
560
$6.19M 0.03%
103,975
+12,082
561
$6.16M 0.03%
62,275
+50,897
562
$6.15M 0.03%
568,067
-10,106
563
$6.14M 0.03%
84,785
+61,883
564
$6.14M 0.03%
320,263
+43,476
565
$6.14M 0.03%
48,807
+1,906
566
$6.12M 0.03%
204,422
-53,995
567
$6.08M 0.03%
124,861
-19,652
568
$6.06M 0.03%
112,425
+12,365
569
$6.05M 0.03%
40,159
+11,243
570
$6.05M 0.03%
33,697
-4,967
571
$6.04M 0.03%
246,078
+38,287
572
$6.03M 0.03%
250,175
-23,953
573
$6.02M 0.03%
427,815
+63,902
574
$6.02M 0.03%
56,731
+6,134
575
$6.01M 0.03%
210,959
-8,820
21 22
23
24 25