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
651
$4.79M 0.02%
122,902
+10,913
652
$4.78M 0.02%
196,481
-58,465
653
$4.78M 0.02%
263,278
-13,885
654
$4.78M 0.02%
65,174
+7,879
655
$4.77M 0.02%
101,061
+3,595
656
$4.77M 0.02%
137,594
-5,371
657
$4.76M 0.02%
205,689
-12,729
658
$4.73M 0.02%
295,811
+49,584
659
$4.71M 0.02%
+89,405
660
$4.69M 0.02%
53,687
+629
661
$4.69M 0.02%
162,679
+38,207
662
$4.69M 0.02%
89,823
-8,515
663
$4.69M 0.02%
73,371
-4,118
664
$4.69M 0.02%
136,428
-88,506
665
$4.67M 0.02%
64,189
-32,418
666
$4.65M 0.02%
139,200
+23,710
667
$4.63M 0.02%
54,422
-3,391
668
$4.62M 0.02%
167,572
+751
669
$4.61M 0.02%
25,273
+517
670
$4.56M 0.02%
3,621
-126
671
$4.54M 0.02%
65,056
-4,859
672
$4.51M 0.02%
80,880
+46,503
673
$4.5M 0.02%
37,887
-520
674
$4.48M 0.02%
669,936
-9,928
675
$4.47M 0.02%
116,669
-6,677
25 26
27
28 29