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
1051
$1.77M 0.01%
+53,814
1052
$1.76M 0.01%
21,057
-18
1053
$1.76M 0.01%
70,840
-5,787
1054
$1.76M 0.01%
15,776
-635
1055
$1.75M 0.01%
100,231
-28,668
1056
$1.75M 0.01%
28,305
-298
1057
$1.74M 0.01%
93,282
+7,650
1058
$1.74M 0.01%
72,068
-2,294
1059
$1.74M 0.01%
61,368
+22,827
1060
$1.73M 0.01%
37,413
+3,650
1061
$1.73M 0.01%
202,565
-21,844
1062
$1.73M 0.01%
54,957
-7,944
1063
$1.73M 0.01%
199,242
+2,208
1064
$1.72M 0.01%
160,419
1065
$1.71M 0.01%
75,508
-1,368
1066
$1.71M 0.01%
34,150
+10,844
1067
$1.71M 0.01%
32,256
-492
1068
$1.71M 0.01%
49,272
+25,404
1069
$1.7M 0.01%
49,772
+42,708
1070
$1.7M 0.01%
16,549
+2,826
1071
$1.69M 0.01%
35,877
+1,004
1072
$1.69M 0.01%
56,125
-12,045
1073
$1.68M 0.01%
31,106
-1,042
1074
$1.68M 0.01%
51,634
+7,281
1075
$1.68M 0.01%
77,570
-5,310
41 42
43
44 45