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
1451
$814K ﹤0.01%
32,700
-5,807
1452
$812K ﹤0.01%
22,090
1453
$811K ﹤0.01%
30,757
+274
1454
$810K ﹤0.01%
34,612
-2,192
1455
$807K ﹤0.01%
22,161
+2,125
1456
$806K ﹤0.01%
37,116
-7,676
1457
$804K ﹤0.01%
18,636
-876
1458
$803K ﹤0.01%
15,758
+1,543
1459
$802K ﹤0.01%
50,922
+778
1460
$801K ﹤0.01%
45,000
-1,420
1461
$799K ﹤0.01%
41,979
-1,569
1462
$799K ﹤0.01%
41,553
+3,574
1463
$799K ﹤0.01%
37,096
+4,483
1464
$799K ﹤0.01%
91,714
-6,548
1465
$797K ﹤0.01%
13,916
+2,645
1466
$796K ﹤0.01%
68,925
+14,775
1467
$795K ﹤0.01%
53,677
-5,291
1468
$794K ﹤0.01%
42,027
+572
1469
$793K ﹤0.01%
44,852
-7,344
1470
$793K ﹤0.01%
28,025
-21,406
1471
$792K ﹤0.01%
14,734
+1,028
1472
$791K ﹤0.01%
24,929
-6,542
1473
$789K ﹤0.01%
21,933
-379
1474
$789K ﹤0.01%
9,984
+2,646
1475
$788K ﹤0.01%
71,002
-884
57 58
59
60 61