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
1226
$1.22M 0.01%
16,485
+7,423
1227
$1.21M 0.01%
20,903
+12,526
1228
$1.21M 0.01%
25,969
-7,359
1229
$1.21M 0.01%
49,818
-19,044
1230
$1.21M 0.01%
112,276
-211
1231
$1.21M 0.01%
+119,000
1232
$1.2M 0.01%
146,015
-10,734
1233
$1.2M 0.01%
16,581
-435
1234
$1.18M 0.01%
61,940
-2,770
1235
$1.18M 0.01%
10,955
+743
1236
$1.18M 0.01%
35,806
-11,017
1237
$1.18M 0.01%
17,558
+1,874
1238
$1.18M 0.01%
31,325
+5,927
1239
$1.17M 0.01%
30,615
+5,225
1240
$1.17M 0.01%
106,384
-30,094
1241
$1.17M 0.01%
44,673
+19,784
1242
$1.16M 0.01%
87,815
-78,915
1243
$1.16M 0.01%
266,327
+227
1244
$1.16M 0.01%
47,358
-2,340
1245
$1.15M 0.01%
40,032
-1,302
1246
$1.15M 0.01%
14,522
-582
1247
$1.15M 0.01%
86,344
+15,166
1248
$1.14M 0.01%
69,997
+670
1249
$1.14M 0.01%
9,270
-2,139
1250
$1.13M 0.01%
11,908
-1,096
48 49
50
51 52