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
1401
$884K ﹤0.01%
23,921
+4,457
1402
$884K ﹤0.01%
36,312
-40,345
1403
$883K ﹤0.01%
+4,626
1404
$882K ﹤0.01%
5,794
-49
1405
$882K ﹤0.01%
6,883
-3,471
1406
$880K ﹤0.01%
18,010
+1,282
1407
$880K ﹤0.01%
61,945
+12,470
1408
$878K ﹤0.01%
14,453
-12
1409
$876K ﹤0.01%
23,497
-888
1410
$874K ﹤0.01%
24,146
+3,855
1411
$870K ﹤0.01%
39,528
-4,785
1412
$869K ﹤0.01%
6,984
-21
1413
$866K ﹤0.01%
16,929
+3,418
1414
$863K ﹤0.01%
15,673
+288
1415
$860K ﹤0.01%
11,503
+726
1416
$857K ﹤0.01%
62,696
+9,196
1417
$856K ﹤0.01%
55,507
1418
$856K ﹤0.01%
+36,742
1419
$854K ﹤0.01%
118,884
-60,023
1420
$853K ﹤0.01%
22,176
+789
1421
$849K ﹤0.01%
202,402
+62,875
1422
$848K ﹤0.01%
33,544
+5,055
1423
$845K ﹤0.01%
15,557
+347
1424
$844K ﹤0.01%
20,421
+1,008
1425
$844K ﹤0.01%
38,997
+5,128
55 56
57
58 59