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
976
$2.06M 0.01%
91,092
-1,674
977
$2.06M 0.01%
70,731
-25,824
978
$2.06M 0.01%
37,950
+19,699
979
$2.06M 0.01%
373,994
+34,430
980
$2.06M 0.01%
73,191
-61,163
981
$2.05M 0.01%
201,928
-1,610
982
$2.05M 0.01%
121,027
-21,317
983
$2.05M 0.01%
33,336
-1,028
984
$2.05M 0.01%
46,043
+1,465
985
$2.04M 0.01%
274,794
+10,325
986
$2.04M 0.01%
83,425
-2,559
987
$2.04M 0.01%
114,836
-13,558
988
$2.04M 0.01%
40,368
+1,361
989
$2.03M 0.01%
46,769
+5,198
990
$2.02M 0.01%
10,938
-542
991
$2.02M 0.01%
68,101
+12,218
992
$2.02M 0.01%
76,404
+11,539
993
$2.02M 0.01%
83,354
+12,501
994
$2.02M 0.01%
45,812
-972
995
$2.01M 0.01%
31,650
-11,404
996
$2.01M 0.01%
35,973
+16,634
997
$2.01M 0.01%
84,798
-2,641
998
$2M 0.01%
286,904
+228,956
999
$1.99M 0.01%
36,614
-6,176
1000
$1.98M 0.01%
115,704
-14,463
38 39
40
41 42