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
1376
$931K ﹤0.01%
37,855
+468
1377
$924K ﹤0.01%
55,192
+11,285
1378
$924K ﹤0.01%
+86,959
1379
$923K ﹤0.01%
12,371
-1,699
1380
$922K ﹤0.01%
17,680
+2,394
1381
$921K ﹤0.01%
17,663
-1,729
1382
$920K ﹤0.01%
12,021
+2,515
1383
$919K ﹤0.01%
9,000
-13
1384
$919K ﹤0.01%
28,111
+6,007
1385
$905K ﹤0.01%
111,292
+99,747
1386
$903K ﹤0.01%
+31,998
1387
$901K ﹤0.01%
35,658
+9,708
1388
$899K ﹤0.01%
18,150
-589
1389
$897K ﹤0.01%
11,097
+5,913
1390
$897K ﹤0.01%
12,307
-6,550
1391
$897K ﹤0.01%
263,932
-5,087
1392
$895K ﹤0.01%
9,020
-600
1393
$894K ﹤0.01%
3,093
-585
1394
$893K ﹤0.01%
19,549
+13,229
1395
$890K ﹤0.01%
27,058
+1,653
1396
$888K ﹤0.01%
14,697
+1,770
1397
$887K ﹤0.01%
9,426
-95
1398
$885K ﹤0.01%
34,462
+5,064
1399
$885K ﹤0.01%
36,717
+1,486
1400
$884K ﹤0.01%
36,458
+17,849
54 55
56
57 58