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
826
$3.08M 0.01%
76,403
+4,746
827
$3.07M 0.01%
57,415
+52,000
828
$3.06M 0.01%
362,561
+12,996
829
$3.04M 0.01%
131,793
-10,311
830
$3.03M 0.01%
73,727
+10,168
831
$3.03M 0.01%
152,813
-29,698
832
$3.02M 0.01%
39,375
+3,968
833
$2.99M 0.01%
3,191
-271
834
$2.99M 0.01%
190,100
-84,671
835
$2.99M 0.01%
291,245
+11,454
836
$2.98M 0.01%
187,362
-9,824
837
$2.97M 0.01%
60,452
+9,858
838
$2.96M 0.01%
195,864
+100,353
839
$2.96M 0.01%
146,336
+32,439
840
$2.95M 0.01%
61,594
-9,084
841
$2.95M 0.01%
128,496
-5,457
842
$2.94M 0.01%
16,572
-1,487
843
$2.94M 0.01%
43,195
+183
844
$2.93M 0.01%
33,691
+20,847
845
$2.93M 0.01%
167,427
-107
846
$2.92M 0.01%
60,327
-5,813
847
$2.91M 0.01%
29,237
-628
848
$2.88M 0.01%
54,454
+3,985
849
$2.88M 0.01%
+31,441
850
$2.87M 0.01%
61,216
-9,087
32 33
34
35 36