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
876
$2.71M 0.01%
53,250
-262
877
$2.69M 0.01%
101,553
-173,022
878
$2.65M 0.01%
+28,289
879
$2.64M 0.01%
52,628
+641
880
$2.63M 0.01%
34,612
-8,472
881
$2.63M 0.01%
76,197
-435
882
$2.62M 0.01%
4,996
-6
883
$2.62M 0.01%
155,687
884
$2.62M 0.01%
21,394
-784
885
$2.62M 0.01%
36,464
-3,530
886
$2.62M 0.01%
92,037
-370
887
$2.61M 0.01%
41,384
-3,637
888
$2.61M 0.01%
188,324
+8,124
889
$2.6M 0.01%
97,593
-15,336
890
$2.6M 0.01%
190,570
+24,867
891
$2.59M 0.01%
54,755
-23,236
892
$2.59M 0.01%
144,476
+1,464
893
$2.58M 0.01%
38,679
-2,272
894
$2.58M 0.01%
76,824
-29,134
895
$2.58M 0.01%
2,648
-641
896
$2.56M 0.01%
41,628
+440
897
$2.56M 0.01%
22,797
-964
898
$2.55M 0.01%
77,908
-275
899
$2.54M 0.01%
65,474
+16,856
900
$2.53M 0.01%
167,262
+135,109
34 35
36
37 38