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
1126
$1.51M 0.01%
31,868
-30,133
1127
$1.5M 0.01%
122,000
-43,451
1128
$1.5M 0.01%
17,706
-449
1129
$1.49M 0.01%
43,345
+31,984
1130
$1.49M 0.01%
11,092
+499
1131
$1.48M 0.01%
193,779
-5,483
1132
$1.48M 0.01%
21,590
+657
1133
$1.47M 0.01%
193,008
+104,188
1134
$1.47M 0.01%
20,185
+5,607
1135
$1.47M 0.01%
100,245
-2,003
1136
$1.46M 0.01%
27,800
-6,404
1137
$1.46M 0.01%
27,752
-50,436
1138
$1.45M 0.01%
30,607
-4,606
1139
$1.45M 0.01%
176,500
1140
$1.45M 0.01%
62,391
+10,300
1141
$1.44M 0.01%
10,709
+2,244
1142
$1.44M 0.01%
286,319
+198,229
1143
$1.44M 0.01%
67,915
+4,202
1144
$1.43M 0.01%
31,418
-207
1145
$1.43M 0.01%
8,048
-72
1146
$1.43M 0.01%
192,775
+64,755
1147
$1.43M 0.01%
51,493
+10,646
1148
$1.42M 0.01%
109,707
+32,129
1149
$1.41M 0.01%
52,000
-4,250
1150
$1.41M 0.01%
28,131
+11,441
44 45
46
47 48