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
926
$2.32M 0.01%
141,406
+10,771
927
$2.31M 0.01%
37,827
-13,739
928
$2.3M 0.01%
53,731
-1,041
929
$2.3M 0.01%
53,609
+4,476
930
$2.3M 0.01%
166,274
-33,856
931
$2.29M 0.01%
52,246
-1,058
932
$2.28M 0.01%
62,731
-5,522
933
$2.27M 0.01%
81,905
+7,365
934
$2.27M 0.01%
93,906
+2,240
935
$2.27M 0.01%
128,230
+5,140
936
$2.26M 0.01%
36,935
-129,658
937
$2.26M 0.01%
54,428
-4,029
938
$2.25M 0.01%
41,948
-2,158
939
$2.25M 0.01%
165,697
+76
940
$2.25M 0.01%
38,892
-10,761
941
$2.24M 0.01%
22,967
-60
942
$2.24M 0.01%
19,966
+146
943
$2.24M 0.01%
33,886
+6,207
944
$2.24M 0.01%
165,555
-72,345
945
$2.23M 0.01%
23,664
-4,341
946
$2.23M 0.01%
397,996
+49,427
947
$2.23M 0.01%
27,952
-6,752
948
$2.23M 0.01%
32,609
+1,380
949
$2.23M 0.01%
56,901
-3,714
950
$2.22M 0.01%
76,730
+57,216
36 37
38
39 40