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
776
$3.44M 0.02%
114,676
-7,119
777
$3.43M 0.02%
257,825
+20,760
778
$3.42M 0.02%
185,860
-36,812
779
$3.42M 0.02%
60,741
+11,000
780
$3.41M 0.02%
198,734
-2,760
781
$3.41M 0.02%
93,503
782
$3.41M 0.02%
60,372
+4,473
783
$3.41M 0.02%
43,456
+6,966
784
$3.4M 0.02%
180,480
-36,884
785
$3.4M 0.02%
34,838
-25,118
786
$3.4M 0.02%
52,104
-6,169
787
$3.39M 0.02%
41,895
-5,110
788
$3.38M 0.02%
62,173
-82,109
789
$3.37M 0.02%
88,275
+2,682
790
$3.36M 0.02%
175,226
+33,956
791
$3.34M 0.02%
58,706
+3,144
792
$3.32M 0.01%
205,954
+3,498
793
$3.31M 0.01%
61,086
-2,788
794
$3.31M 0.01%
271,336
+58,480
795
$3.3M 0.01%
160,409
+31,929
796
$3.27M 0.01%
+415,279
797
$3.27M 0.01%
145,074
+12,330
798
$3.26M 0.01%
76,575
-8,313
799
$3.24M 0.01%
84,845
-3,912
800
$3.23M 0.01%
131,445
+161
30 31
32
33 34