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
101
$53.8M 0.24%
306,222
+35,211
102
$53.5M 0.24%
1,269,104
+17,265
103
$52.6M 0.24%
972,195
-6,421
104
$51.7M 0.23%
403,374
+187,493
105
$51M 0.23%
463,626
+9,686
106
$50.3M 0.23%
361,641
-1,130
107
$50.2M 0.23%
396,997
-1,881
108
$49.5M 0.22%
239,169
-1,135
109
$49M 0.22%
1,584,755
+603,195
110
$47.7M 0.21%
902,716
+66,710
111
$47.7M 0.21%
345,897
+87,008
112
$47.4M 0.21%
211,336
+17,810
113
$47M 0.21%
537,923
+31,158
114
$46.7M 0.21%
585,867
+37,389
115
$45.6M 0.2%
524,375
+85,608
116
$45.2M 0.2%
376,895
+18,084
117
$44.8M 0.2%
1,023,502
+12,181
118
$44.5M 0.2%
406,522
-4,974
119
$43.6M 0.2%
1,107,988
-91,184
120
$43.2M 0.19%
1,218,343
+20,208
121
$42.8M 0.19%
769,702
-14,612
122
$42.8M 0.19%
793,064
+359,567
123
$42.7M 0.19%
1,464,651
+32,971
124
$41.8M 0.19%
624,278
+44,831
125
$41.6M 0.19%
344,021
+36,611
3 4
5
6 7