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
51
$89.3M 0.4%
696,774
+27,398
52
$88.6M 0.4%
2,911,168
-116,572
53
$87.6M 0.39%
1,113,272
+100,625
54
$86.1M 0.39%
514,238
+313
55
$85.5M 0.38%
592,470
+16,325
56
$85M 0.38%
534,604
-27,730
57
$84.9M 0.38%
1,608,515
-50,240
58
$84.9M 0.38%
1,654,523
+235,890
59
$84.6M 0.38%
761,223
+32,288
60
$84.5M 0.38%
3,515,766
-3,000
61
$84M 0.38%
2,244,930
+212,203
62
$83.2M 0.37%
939,677
+16,501
63
$81M 0.36%
1,486,712
+40,067
64
$80.1M 0.36%
1,417,359
+47,299
65
$79.9M 0.36%
1,758,466
+73,799
66
$79.2M 0.36%
840,024
+2,576
67
$76.8M 0.35%
787,020
-54,604
68
$75.6M 0.34%
1,918,538
-189,393
69
$73.5M 0.33%
1,796,315
-363,169
70
$71.9M 0.32%
1,640,518
+60,066
71
$71.2M 0.32%
1,023,953
-266,433
72
$70.8M 0.32%
630,520
-117,885
73
$70.4M 0.32%
556,231
+159,406
74
$70.3M 0.32%
638,506
-4,169
75
$69.1M 0.31%
468,909
+18,294
1 2
3
4 5