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
1151
$1.41M 0.01%
60,325
+8,594
1152
$1.4M 0.01%
30,654
-2,118
1153
$1.4M 0.01%
41,341
+4,458
1154
$1.4M 0.01%
71,131
-2,015
1155
$1.4M 0.01%
36,863
+14,443
1156
$1.39M 0.01%
+52,147
1157
$1.39M 0.01%
20,890
+3,043
1158
$1.39M 0.01%
78,702
-8,735
1159
$1.39M 0.01%
64,307
+3,592
1160
$1.39M 0.01%
23,107
-619
1161
$1.39M 0.01%
58,624
-3,634
1162
$1.38M 0.01%
37,864
-14,785
1163
$1.38M 0.01%
149,863
+46,541
1164
$1.38M 0.01%
35,672
-914
1165
$1.38M 0.01%
80,381
-24,747
1166
$1.38M 0.01%
48,369
-53,527
1167
$1.37M 0.01%
82,810
-26,824
1168
$1.36M 0.01%
31,359
+2,869
1169
$1.36M 0.01%
98,871
+83,111
1170
$1.36M 0.01%
59,743
-681
1171
$1.36M 0.01%
47,893
-429
1172
$1.36M 0.01%
3,765
+193
1173
$1.35M 0.01%
159,850
+50,850
1174
$1.35M 0.01%
99,480
+51,204
1175
$1.35M 0.01%
49,474
+670
45 46
47
48 49