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
901
$2.52M 0.01%
191,892
-10,638
902
$2.52M 0.01%
122,718
-8,498
903
$2.51M 0.01%
89,016
+3,700
904
$2.5M 0.01%
73,873
+21,028
905
$2.5M 0.01%
25,050
-5,067
906
$2.49M 0.01%
164,443
+146,699
907
$2.47M 0.01%
64,972
+284
908
$2.46M 0.01%
64,184
-2,144
909
$2.46M 0.01%
97,327
+34,994
910
$2.43M 0.01%
116,827
+31,925
911
$2.43M 0.01%
87,854
+16,189
912
$2.43M 0.01%
359,618
-12,685
913
$2.42M 0.01%
26,478
-2,039
914
$2.41M 0.01%
36,757
-2,489
915
$2.4M 0.01%
176,823
-1,120
916
$2.4M 0.01%
204,194
-20,891
917
$2.4M 0.01%
43,037
+21,256
918
$2.39M 0.01%
60,433
-2,165
919
$2.37M 0.01%
48,209
+38,067
920
$2.36M 0.01%
48,492
-6,088
921
$2.36M 0.01%
40,675
-4,507
922
$2.36M 0.01%
86,542
-2,734
923
$2.33M 0.01%
118,535
-49,388
924
$2.33M 0.01%
52,618
-1,638
925
$2.33M 0.01%
84,109
+1,810
35 36
37
38 39