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
1201
$1.29M 0.01%
19,476
-7,126
1202
$1.29M 0.01%
5,798
-1,106
1203
$1.29M 0.01%
62,604
+499
1204
$1.29M 0.01%
81,811
+4,492
1205
$1.29M 0.01%
137,325
-14,575
1206
$1.27M 0.01%
54,827
+13,636
1207
$1.27M 0.01%
191,520
-18,941
1208
$1.27M 0.01%
59,126
+2,093
1209
$1.26M 0.01%
16,282
+1,561
1210
$1.26M 0.01%
25,175
-2,683
1211
$1.26M 0.01%
69,790
+7,801
1212
$1.26M 0.01%
32,063
+1,363
1213
$1.26M 0.01%
39,008
-16
1214
$1.26M 0.01%
149,142
+16,471
1215
$1.25M 0.01%
86,636
+52,676
1216
$1.25M 0.01%
28,636
-84,004
1217
$1.24M 0.01%
192,780
1218
$1.24M 0.01%
79,280
-17,622
1219
$1.24M 0.01%
49,230
+1,392
1220
$1.23M 0.01%
17,980
+14,821
1221
$1.23M 0.01%
143,453
+121,282
1222
$1.22M 0.01%
44,712
+33,636
1223
$1.22M 0.01%
74,030
-296
1224
$1.22M 0.01%
55,670
-1,736
1225
$1.22M 0.01%
63,570
-6,945
47 48
49
50 51