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
1301
$1.05M ﹤0.01%
14,975
+490
1302
$1.05M ﹤0.01%
40,894
-2,562
1303
$1.04M ﹤0.01%
31,238
+3,821
1304
$1.04M ﹤0.01%
15,494
1305
$1.04M ﹤0.01%
18,257
+337
1306
$1.04M ﹤0.01%
25,545
+14,129
1307
$1.04M ﹤0.01%
69,277
-2,245
1308
$1.04M ﹤0.01%
7,820
+710
1309
$1.04M ﹤0.01%
71,597
+6,191
1310
$1.03M ﹤0.01%
61,855
-1,224
1311
$1.03M ﹤0.01%
19,472
+2,452
1312
$1.03M ﹤0.01%
78,117
-36,063
1313
$1.03M ﹤0.01%
39,307
-6,554
1314
$1.03M ﹤0.01%
40,579
+200
1315
$1.03M ﹤0.01%
38,982
-15,388
1316
$1.03M ﹤0.01%
39,705
-7,589
1317
$1.03M ﹤0.01%
38,245
-13,089
1318
$1.03M ﹤0.01%
42,265
+2,414
1319
$1.03M ﹤0.01%
128,094
-6,943
1320
$1.03M ﹤0.01%
+18,892
1321
$1.02M ﹤0.01%
25,043
+43
1322
$1.02M ﹤0.01%
21,253
-471
1323
$1.02M ﹤0.01%
18,000
1324
$1.02M ﹤0.01%
+105,442
1325
$1.02M ﹤0.01%
+24,764
51 52
53
54 55