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
1176
$1.35M 0.01%
46,767
-37,322
1177
$1.34M 0.01%
83,645
+2,320
1178
$1.34M 0.01%
47,067
-14,823
1179
$1.34M 0.01%
68,744
-3,040
1180
$1.34M 0.01%
33,640
+11,630
1181
$1.34M 0.01%
30,016
+4,076
1182
$1.34M 0.01%
18,288
+893
1183
$1.33M 0.01%
17,292
-1,089
1184
$1.33M 0.01%
20,570
-2,290
1185
$1.33M 0.01%
827,697
-57,243
1186
$1.33M 0.01%
84,397
+37,234
1187
$1.33M 0.01%
97,308
+11,018
1188
$1.32M 0.01%
62,145
+883
1189
$1.32M 0.01%
133,955
-79,566
1190
$1.32M 0.01%
60,314
-2,459
1191
$1.32M 0.01%
55,021
+3,876
1192
$1.32M 0.01%
193,054
+16,989
1193
$1.32M 0.01%
50,493
-286
1194
$1.32M 0.01%
24,853
-3,025
1195
$1.31M 0.01%
57,970
+9,965
1196
$1.31M 0.01%
26,415
-5,144
1197
$1.3M 0.01%
33,543
-3,312
1198
$1.3M 0.01%
21,718
+12,242
1199
$1.3M 0.01%
28,134
-231
1200
$1.29M 0.01%
13,145
-50
46 47
48
49 50