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
701
$4.16M 0.02%
284,216
+219,993
702
$4.16M 0.02%
78,938
+5,315
703
$4.14M 0.02%
170,933
+3,466
704
$4.13M 0.02%
+11,051
705
$4.12M 0.02%
54,064
-2,533
706
$4.12M 0.02%
107,782
+37,384
707
$4.12M 0.02%
52,631
-4,158
708
$4.12M 0.02%
135,200
+12,685
709
$4.11M 0.02%
33,859
-3,876
710
$4.11M 0.02%
383,351
-75,905
711
$4.1M 0.02%
98,603
-3,588
712
$4.1M 0.02%
139,285
+26,600
713
$4.08M 0.02%
144,731
-5,549
714
$4.05M 0.02%
207,229
+4,884
715
$4.04M 0.02%
88,002
-388,453
716
$4.03M 0.02%
4,864
-792
717
$4.02M 0.02%
118,449
+18,149
718
$4.02M 0.02%
57,658
-485
719
$4M 0.02%
172,988
-26,691
720
$3.95M 0.02%
58,538
+1,840
721
$3.95M 0.02%
4,858
+4,141
722
$3.95M 0.02%
186,625
-1,154
723
$3.94M 0.02%
327,709
+99,643
724
$3.94M 0.02%
304,479
725
$3.92M 0.02%
39,557
-1,016
27 28
29
30 31