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
851
$2.85M 0.01%
60,579
-2,045
852
$2.85M 0.01%
54,148
+587
853
$2.84M 0.01%
186,235
+15,274
854
$2.83M 0.01%
325,841
-16,858
855
$2.82M 0.01%
118,089
-44,592
856
$2.81M 0.01%
20,664
-5,513
857
$2.81M 0.01%
63,629
+8,064
858
$2.81M 0.01%
54,186
-2,562
859
$2.8M 0.01%
15,418
-520
860
$2.8M 0.01%
58,247
-62,832
861
$2.79M 0.01%
109,948
-11,305
862
$2.78M 0.01%
73,157
+472
863
$2.78M 0.01%
32,872
-59,402
864
$2.78M 0.01%
105,688
+23,069
865
$2.77M 0.01%
11,616
-1,807
866
$2.77M 0.01%
35,693
-3,155
867
$2.77M 0.01%
182,345
-51,766
868
$2.76M 0.01%
63,878
+45,868
869
$2.76M 0.01%
30,388
-9,672
870
$2.75M 0.01%
80,663
-534
871
$2.74M 0.01%
68,787
-3,249
872
$2.74M 0.01%
72,057
+800
873
$2.73M 0.01%
275,334
-22,020
874
$2.72M 0.01%
36,475
-6,589
875
$2.71M 0.01%
46,495
-10,228
33 34
35
36 37