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
751
$3.64M 0.02%
326,692
-49,081
752
$3.63M 0.02%
86,230
+5,069
753
$3.61M 0.02%
72,718
+4,145
754
$3.61M 0.02%
346,729
-4,030
755
$3.59M 0.02%
83,943
-6,535
756
$3.59M 0.02%
43,225
-9,377
757
$3.59M 0.02%
94,857
-17,931
758
$3.57M 0.02%
137,564
+26,870
759
$3.56M 0.02%
52,584
-12,811
760
$3.56M 0.02%
360,575
-86,549
761
$3.56M 0.02%
122,226
+24,010
762
$3.55M 0.02%
49,127
-9,316
763
$3.55M 0.02%
930,950
+150,680
764
$3.53M 0.02%
345,622
+215,778
765
$3.52M 0.02%
41,226
-5,040
766
$3.52M 0.02%
+263,925
767
$3.52M 0.02%
13,305
-1,338
768
$3.5M 0.02%
64,115
+1,422
769
$3.5M 0.02%
76,193
-8,865
770
$3.5M 0.02%
46,205
-16,459
771
$3.49M 0.02%
60,243
-4,561
772
$3.47M 0.02%
107,098
-3,562
773
$3.47M 0.02%
44,902
-10,429
774
$3.46M 0.02%
114,393
+5,886
775
$3.45M 0.02%
133,598
-2,351
29 30
31
32 33