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
1076
$1.68M 0.01%
40,791
-25,546
1077
$1.68M 0.01%
95,560
+46,550
1078
$1.68M 0.01%
50,049
-3,375
1079
$1.67M 0.01%
104,402
-8,774
1080
$1.67M 0.01%
9,453
+1,328
1081
$1.66M 0.01%
45,673
+944
1082
$1.66M 0.01%
60,952
-480
1083
$1.65M 0.01%
33,122
+473
1084
$1.65M 0.01%
25,660
-1,186
1085
$1.64M 0.01%
41,213
-596
1086
$1.64M 0.01%
128,965
-222,935
1087
$1.63M 0.01%
20,541
-18,923
1088
$1.63M 0.01%
109,760
+48,340
1089
$1.63M 0.01%
40,346
+1,100
1090
$1.63M 0.01%
57,518
+3,481
1091
$1.62M 0.01%
35,608
-8,784
1092
$1.62M 0.01%
63,194
+20,741
1093
$1.61M 0.01%
112,945
-10,306
1094
$1.61M 0.01%
18,972
-7,470
1095
$1.61M 0.01%
72,754
+19,306
1096
$1.61M 0.01%
12,092
+1,682
1097
$1.6M 0.01%
63,523
-54,064
1098
$1.6M 0.01%
14,077
-1,321
1099
$1.6M 0.01%
20,259
-12,528
1100
$1.59M 0.01%
89,749
-2,737
42 43
44
45 46