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
76
$68.6M 0.31%
1,623,517
-66,833
77
$67M 0.3%
492,883
+51,805
78
$66.8M 0.3%
2,415,316
+151,563
79
$66.4M 0.3%
652,749
+20,502
80
$65.8M 0.3%
816,879
+19,350
81
$64.9M 0.29%
1,097,914
-70,999
82
$64M 0.29%
421,469
+7,360
83
$63.9M 0.29%
266,692
-72,477
84
$63.6M 0.29%
2,078,444
-291,024
85
$62.4M 0.28%
779,748
-57,465
86
$62.3M 0.28%
954,543
+14,287
87
$62.3M 0.28%
590,234
-7,635
88
$61.6M 0.28%
380,097
-337
89
$61.1M 0.27%
1,134,377
+311,513
90
$61M 0.27%
816,202
+18,911
91
$60.7M 0.27%
625,382
+6,466
92
$59.9M 0.27%
848,625
-65,668
93
$59.9M 0.27%
1,399,669
+65,123
94
$56.9M 0.26%
900,631
-141,055
95
$56.9M 0.26%
668,652
+23,109
96
$56.3M 0.25%
702,292
-8,015
97
$55.6M 0.25%
1,544,344
+69,824
98
$55.1M 0.25%
451,242
-1,713
99
$55.1M 0.25%
1,313,400
-98,620
100
$54.6M 0.25%
632,460
-93,658
2 3
4
5 6