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
1426
$843K ﹤0.01%
17,330
-194
1427
$841K ﹤0.01%
+17,435
1428
$841K ﹤0.01%
1,970
+95
1429
$840K ﹤0.01%
68,172
+48,156
1430
$840K ﹤0.01%
16,526
-137,662
1431
$838K ﹤0.01%
+17,975
1432
$837K ﹤0.01%
30,941
+10,323
1433
$837K ﹤0.01%
27,450
+5,721
1434
$836K ﹤0.01%
39,880
+2,085
1435
$836K ﹤0.01%
16,892
-3,462
1436
$834K ﹤0.01%
89,769
-12,421
1437
$833K ﹤0.01%
24,658
+18,643
1438
$833K ﹤0.01%
43,592
-475
1439
$832K ﹤0.01%
20,750
-6,047
1440
$830K ﹤0.01%
20,012
+7,154
1441
$829K ﹤0.01%
14,698
+2,590
1442
$828K ﹤0.01%
34,957
-1,461
1443
$827K ﹤0.01%
28,109
-6,595
1444
$824K ﹤0.01%
10,460
+2,707
1445
$823K ﹤0.01%
36,313
-6,786
1446
$822K ﹤0.01%
51,739
-1,638
1447
$821K ﹤0.01%
23,220
-5,078
1448
$820K ﹤0.01%
10,149
-5,627
1449
$816K ﹤0.01%
146,985
-12,737
1450
$816K ﹤0.01%
+22,500
56 57
58
59 60