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
951
$2.21M 0.01%
28,937
+3,267
952
$2.2M 0.01%
520,783
+25,437
953
$2.19M 0.01%
26,134
+2,211
954
$2.19M 0.01%
49,897
+1,520
955
$2.18M 0.01%
222,086
+4,934
956
$2.17M 0.01%
47,783
+8,781
957
$2.17M 0.01%
70,500
+33,060
958
$2.17M 0.01%
36,493
+3,272
959
$2.14M 0.01%
126,905
+54,065
960
$2.13M 0.01%
43,638
+2,640
961
$2.13M 0.01%
18,782
+9,045
962
$2.12M 0.01%
53,000
-1,600
963
$2.12M 0.01%
28,114
-4,185
964
$2.12M 0.01%
74,657
-3,565
965
$2.12M 0.01%
17,290
-988
966
$2.11M 0.01%
52,791
+142
967
$2.11M 0.01%
21,337
+1,478
968
$2.11M 0.01%
97,784
+21,437
969
$2.11M 0.01%
45,456
-7,727
970
$2.1M 0.01%
77,597
+2,458
971
$2.1M 0.01%
41,813
-3,842
972
$2.07M 0.01%
53,177
-8,074
973
$2.06M 0.01%
146,715
+4,509
974
$2.06M 0.01%
61,400
-14,699
975
$2.06M 0.01%
114,900
37 38
39
40 41