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
726
$3.92M 0.02%
+86,956
727
$3.9M 0.02%
24,017
+45
728
$3.89M 0.02%
88,258
-32,554
729
$3.88M 0.02%
28,861
-173
730
$3.87M 0.02%
60,550
+1,562
731
$3.87M 0.02%
216,355
-58,779
732
$3.86M 0.02%
91,745
-18,633
733
$3.84M 0.02%
36,829
-8,462
734
$3.83M 0.02%
149,523
-315,722
735
$3.83M 0.02%
146,832
+1,387
736
$3.83M 0.02%
97,344
-2,129
737
$3.82M 0.02%
132,365
+22,826
738
$3.82M 0.02%
269,332
-9,592
739
$3.81M 0.02%
90,715
+50,581
740
$3.78M 0.02%
113,585
+124
741
$3.77M 0.02%
87,686
-3,382
742
$3.77M 0.02%
45,088
-1,121
743
$3.77M 0.02%
117,753
-21,907
744
$3.75M 0.02%
47,301
+26,245
745
$3.72M 0.02%
244,430
-19,832
746
$3.67M 0.02%
86,276
-20,404
747
$3.67M 0.02%
123,381
-2,965
748
$3.66M 0.02%
50,820
+3,584
749
$3.65M 0.02%
257,716
-11,100
750
$3.64M 0.02%
68,403
-5,402
28 29
30
31 32