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
1351
$965K ﹤0.01%
86,785
-272,412
1352
$965K ﹤0.01%
55,297
+1,908
1353
$965K ﹤0.01%
78,097
+2,905
1354
$962K ﹤0.01%
17,519
-35,914
1355
$961K ﹤0.01%
9,781
-483
1356
$959K ﹤0.01%
28,599
-199
1357
$956K ﹤0.01%
39,491
+23,913
1358
$955K ﹤0.01%
62,291
-13,615
1359
$953K ﹤0.01%
25,684
-5,233
1360
$953K ﹤0.01%
36,861
+2,731
1361
$952K ﹤0.01%
26,552
+10,850
1362
$951K ﹤0.01%
15,601
-695
1363
$951K ﹤0.01%
16,758
-3,621
1364
$949K ﹤0.01%
5,541
-444
1365
$949K ﹤0.01%
+16,676
1366
$947K ﹤0.01%
42,513
+34,598
1367
$947K ﹤0.01%
20,169
-977
1368
$947K ﹤0.01%
59,421
-10,067
1369
$945K ﹤0.01%
15,091
+725
1370
$945K ﹤0.01%
82,080
+3,910
1371
$943K ﹤0.01%
18,011
+2,476
1372
$942K ﹤0.01%
27,694
-1,102
1373
$942K ﹤0.01%
36,546
-4,425
1374
$937K ﹤0.01%
65,319
-7,023
1375
$937K ﹤0.01%
25,777
+3,746
53 54
55
56 57