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
1001
$1.98M 0.01%
88,731
-42,647
1002
$1.98M 0.01%
155,325
-22,797
1003
$1.98M 0.01%
37,343
-3,892
1004
$1.97M 0.01%
61,124
+686
1005
$1.97M 0.01%
126,130
-2,087
1006
$1.96M 0.01%
120,480
+20,370
1007
$1.95M 0.01%
83,682
-4,041
1008
$1.95M 0.01%
180,487
-59,064
1009
$1.95M 0.01%
286,785
+3,106
1010
$1.95M 0.01%
23,851
+50
1011
$1.95M 0.01%
25,377
+1,097
1012
$1.95M 0.01%
129,729
-28,565
1013
$1.94M 0.01%
65,482
+14,746
1014
$1.93M 0.01%
40,351
+9,083
1015
$1.92M 0.01%
35,139
-11,896
1016
$1.92M 0.01%
30,236
+2,241
1017
$1.91M 0.01%
62,304
+24,685
1018
$1.9M 0.01%
76,896
+2,691
1019
$1.9M 0.01%
13,755
-1,021
1020
$1.9M 0.01%
12,719
-431
1021
$1.9M 0.01%
40,446
-6,378
1022
$1.88M 0.01%
12,241
+1,307
1023
$1.88M 0.01%
44,298
-1,156
1024
$1.87M 0.01%
12,178
+1,038
1025
$1.87M 0.01%
39,886
+4,484
39 40
41
42 43