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
626
$5.13M 0.02%
432,431
+85,088
627
$5.13M 0.02%
657,838
-29,686
628
$5.11M 0.02%
351,736
+77,046
629
$5.11M 0.02%
150,013
-5,301
630
$5.1M 0.02%
99,536
-2,652
631
$5.07M 0.02%
65,001
+11,031
632
$5.06M 0.02%
32,220
-1,397
633
$5.05M 0.02%
118,727
-23,116
634
$5.04M 0.02%
121,674
+237
635
$5.03M 0.02%
41,293
-2,278
636
$5M 0.02%
99,200
-10,264
637
$4.96M 0.02%
101,314
-20,793
638
$4.96M 0.02%
211,917
+89,742
639
$4.96M 0.02%
51,758
+8,459
640
$4.96M 0.02%
72,787
+1,960
641
$4.95M 0.02%
205,246
-9,822
642
$4.9M 0.02%
90,199
-17,444
643
$4.88M 0.02%
70,807
+63
644
$4.87M 0.02%
161,805
+30,189
645
$4.87M 0.02%
94,662
+2,365
646
$4.86M 0.02%
57,624
-2,461
647
$4.86M 0.02%
122,881
-2,413
648
$4.84M 0.02%
96,834
+14,319
649
$4.81M 0.02%
178,028
-13,105
650
$4.8M 0.02%
11,448
-3,903
24 25
26
27 28