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
1326
$1.02M ﹤0.01%
32,140
-8,356
1327
$1.02M ﹤0.01%
15,244
-1,257
1328
$1.01M ﹤0.01%
16,030
+2,647
1329
$1.01M ﹤0.01%
64,068
-73,254
1330
$1.01M ﹤0.01%
17,140
-8,328
1331
$1M ﹤0.01%
84,110
-17,061
1332
$1M ﹤0.01%
63,288
-66,289
1333
$1M ﹤0.01%
35,637
-2,305
1334
$1M ﹤0.01%
12,299
-681
1335
$1M ﹤0.01%
26,105
-1,542
1336
$998K ﹤0.01%
16,706
-1,691
1337
$997K ﹤0.01%
38,663
+2,417
1338
$990K ﹤0.01%
8,287
-337
1339
$989K ﹤0.01%
26,824
+1,644
1340
$987K ﹤0.01%
80,000
1341
$982K ﹤0.01%
6,898
-541
1342
$980K ﹤0.01%
74,055
+2,375
1343
$978K ﹤0.01%
25,410
+1,318
1344
$975K ﹤0.01%
21,851
+8,554
1345
$974K ﹤0.01%
32,139
+19,834
1346
$973K ﹤0.01%
16,788
-3,844
1347
$972K ﹤0.01%
52,333
-13,931
1348
$972K ﹤0.01%
6,274
+1,792
1349
$972K ﹤0.01%
21,026
-239
1350
$966K ﹤0.01%
27,951
-2,300
52 53
54
55 56