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
1026
$1.87M 0.01%
59,565
-1,598
1027
$1.87M 0.01%
68,795
-4,783
1028
$1.86M 0.01%
107,088
-44,550
1029
$1.86M 0.01%
65,000
-52
1030
$1.86M 0.01%
314,620
-59,824
1031
$1.86M 0.01%
39,789
+979
1032
$1.86M 0.01%
200,148
+145,932
1033
$1.86M 0.01%
49,409
+42,451
1034
$1.85M 0.01%
147,628
-5,818
1035
$1.84M 0.01%
38,759
-10,277
1036
$1.84M 0.01%
114,298
+4,638
1037
$1.82M 0.01%
42,735
-7,360
1038
$1.82M 0.01%
62,223
+4,008
1039
$1.81M 0.01%
103,477
-9,087
1040
$1.81M 0.01%
54,129
-9,979
1041
$1.81M 0.01%
126,946
-19,311
1042
$1.8M 0.01%
16,859
-4,517
1043
$1.79M 0.01%
46,525
-3,615
1044
$1.78M 0.01%
83,837
+5,400
1045
$1.78M 0.01%
+72,266
1046
$1.78M 0.01%
50,595
-3,532
1047
$1.78M 0.01%
219,746
-2,219
1048
$1.77M 0.01%
38,784
+74
1049
$1.77M 0.01%
30,073
-8,007
1050
$1.77M 0.01%
126,320
-14,121
40 41
42
43 44