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
1251
$1.13M 0.01%
106,550
+4,624
1252
$1.13M 0.01%
159,080
-19,655
1253
$1.12M 0.01%
13,115
-26,117
1254
$1.12M 0.01%
50,645
-2,024
1255
$1.12M 0.01%
24,078
-17,146
1256
$1.12M 0.01%
108,524
+60,048
1257
$1.12M 0.01%
34,570
-2,830
1258
$1.12M 0.01%
14,153
+273
1259
$1.11M 0.01%
20,781
-18,115
1260
$1.11M 0.01%
29,400
+2,080
1261
$1.11M 0.01%
+28,720
1262
$1.1M 0.01%
+17,192
1263
$1.1M 0.01%
7,258
-381
1264
$1.1M ﹤0.01%
31,173
-2,853
1265
$1.1M ﹤0.01%
+129,681
1266
$1.1M ﹤0.01%
14,882
+1,921
1267
$1.1M ﹤0.01%
54,384
+48,676
1268
$1.09M ﹤0.01%
180,161
+68,164
1269
$1.09M ﹤0.01%
10,181
-554
1270
$1.09M ﹤0.01%
17,794
+3,780
1271
$1.09M ﹤0.01%
12,318
-3,155
1272
$1.09M ﹤0.01%
21,296
+758
1273
$1.09M ﹤0.01%
25,942
+2,592
1274
$1.09M ﹤0.01%
19,039
-2,502
1275
$1.09M ﹤0.01%
61,851
-41,005
49 50
51
52 53