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
801
$3.23M 0.01%
47,961
+61
802
$3.22M 0.01%
80,346
-63,531
803
$3.21M 0.01%
27,675
-606
804
$3.21M 0.01%
59,123
+11,915
805
$3.2M 0.01%
85,531
+39,549
806
$3.19M 0.01%
45,662
-14,533
807
$3.19M 0.01%
217,591
-43,463
808
$3.19M 0.01%
233,894
+10,863
809
$3.19M 0.01%
2,437
-564
810
$3.17M 0.01%
80,175
-42,802
811
$3.16M 0.01%
228,379
812
$3.16M 0.01%
230,109
+2,812
813
$3.15M 0.01%
24,145
+2,090
814
$3.14M 0.01%
200,169
+109,133
815
$3.12M 0.01%
178,929
+31,268
816
$3.11M 0.01%
99,347
-11,824
817
$3.11M 0.01%
98,063
+7,563
818
$3.11M 0.01%
28,149
+3,138
819
$3.11M 0.01%
56,556
+4,384
820
$3.11M 0.01%
117,708
-22,312
821
$3.1M 0.01%
31,110
+3,285
822
$3.09M 0.01%
42,440
+19,810
823
$3.08M 0.01%
46,334
-4,396
824
$3.08M 0.01%
13,840
-3,374
825
$3.08M 0.01%
65,945
-132,093
31 32
33
34 35