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
1101
$1.59M 0.01%
14,733
+668
1102
$1.59M 0.01%
+40,104
1103
$1.59M 0.01%
33,392
-6,700
1104
$1.59M 0.01%
19,278
+9,225
1105
$1.57M 0.01%
+33,401
1106
$1.57M 0.01%
7,769
-54
1107
$1.57M 0.01%
68,836
-3,843
1108
$1.56M 0.01%
51,906
-11,999
1109
$1.56M 0.01%
63,523
+16,287
1110
$1.55M 0.01%
112,123
-42,125
1111
$1.55M 0.01%
70,564
-10,696
1112
$1.55M 0.01%
46,861
+3,756
1113
$1.55M 0.01%
+361,390
1114
$1.54M 0.01%
32,134
-12,844
1115
$1.54M 0.01%
45,060
-5,434
1116
$1.53M 0.01%
21,429
+151
1117
$1.53M 0.01%
17,580
-2,174
1118
$1.53M 0.01%
27,065
-13,997
1119
$1.53M 0.01%
75,000
1120
$1.52M 0.01%
305,716
+10,594
1121
$1.52M 0.01%
84,863
-2,292
1122
$1.52M 0.01%
25,716
+1,378
1123
$1.52M 0.01%
9,215
-3,069
1124
$1.51M 0.01%
193,377
-6,719
1125
$1.51M 0.01%
88,147
+865
43 44
45
46 47