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
676
$4.47M 0.02%
65,674
-283
677
$4.42M 0.02%
85,689
-882
678
$4.42M 0.02%
349,586
+23,950
679
$4.41M 0.02%
175,684
+6,481
680
$4.41M 0.02%
39,914
-220
681
$4.41M 0.02%
44,234
-3,941
682
$4.39M 0.02%
30,714
-4,213
683
$4.37M 0.02%
19,387
+2,485
684
$4.36M 0.02%
90,365
-3,502
685
$4.36M 0.02%
140,450
+4,879
686
$4.34M 0.02%
75,170
-9,838
687
$4.32M 0.02%
139,173
+74,523
688
$4.31M 0.02%
223,729
+32,987
689
$4.31M 0.02%
190,142
-16,863
690
$4.29M 0.02%
182,581
+173,176
691
$4.29M 0.02%
25,024
+9,120
692
$4.28M 0.02%
53,821
-7,153
693
$4.28M 0.02%
403,092
+3,205
694
$4.28M 0.02%
116,686
-39,774
695
$4.27M 0.02%
145,301
+40,630
696
$4.23M 0.02%
1,682
+360
697
$4.21M 0.02%
149,790
-44,325
698
$4.19M 0.02%
513,611
-8,859
699
$4.17M 0.02%
82,080
+2,075
700
$4.16M 0.02%
52,564
-1,310
26 27
28
29 30