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
601
$5.57M 0.03%
49,015
-6,632
602
$5.57M 0.03%
166,519
+35,487
603
$5.55M 0.02%
102,214
+8,112
604
$5.54M 0.02%
72,798
-8,446
605
$5.53M 0.02%
109,305
+91,720
606
$5.52M 0.02%
798,881
+103,734
607
$5.49M 0.02%
180,545
+7,343
608
$5.45M 0.02%
29,359
-9,070
609
$5.45M 0.02%
71,303
+10,473
610
$5.44M 0.02%
278,224
-54,782
611
$5.42M 0.02%
59,180
-5,171
612
$5.41M 0.02%
68,096
-1,988
613
$5.37M 0.02%
348,183
+144,868
614
$5.36M 0.02%
102,539
+44,257
615
$5.29M 0.02%
135,683
+2,716
616
$5.28M 0.02%
70,720
+26,123
617
$5.23M 0.02%
225,722
+40,903
618
$5.23M 0.02%
67,972
+5,587
619
$5.2M 0.02%
193,780
-21,786
620
$5.2M 0.02%
78,554
+14,768
621
$5.2M 0.02%
227,809
-1,550
622
$5.19M 0.02%
64,012
-3,078
623
$5.17M 0.02%
111,264
+13,284
624
$5.16M 0.02%
33,934
-8,260
625
$5.14M 0.02%
246,556
+150,976
23 24
25
26 27