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
576
$5.96M 0.03%
164,052
+26,044
577
$5.94M 0.03%
327,291
+58,680
578
$5.93M 0.03%
73,388
-50,535
579
$5.92M 0.03%
99,742
-44,390
580
$5.92M 0.03%
89,716
-9,240
581
$5.92M 0.03%
154,472
+40,560
582
$5.91M 0.03%
83,694
-22,492
583
$5.91M 0.03%
1,339,135
-25,560
584
$5.87M 0.03%
13,666
-697
585
$5.82M 0.03%
57,425
-8,055
586
$5.82M 0.03%
247,296
+47,190
587
$5.82M 0.03%
419,480
-25,662
588
$5.82M 0.03%
109,073
+26,219
589
$5.8M 0.03%
272,148
+11,539
590
$5.78M 0.03%
4,739
-15
591
$5.77M 0.03%
76,335
+2,198
592
$5.77M 0.03%
317,325
-12,503
593
$5.72M 0.03%
71,688
-33,460
594
$5.71M 0.03%
134,888
-8,041
595
$5.71M 0.03%
52,851
-844
596
$5.69M 0.03%
147,160
+7,170
597
$5.68M 0.03%
159,571
+46,621
598
$5.65M 0.03%
332,782
+60,450
599
$5.62M 0.03%
275,402
-42,602
600
$5.6M 0.03%
112,844
+562
22 23
24
25 26