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
126
$41.6M 0.19%
537,389
+445,457
127
$41.5M 0.19%
647,729
+67,060
128
$41.4M 0.19%
329,620
-1,180
129
$41.3M 0.19%
460,715
-47,347
130
$41.1M 0.18%
585,213
-88,040
131
$41.1M 0.18%
1,312,061
+241,563
132
$39.5M 0.18%
473,198
+55,941
133
$39.4M 0.18%
546,116
+64,401
134
$39.2M 0.18%
743,367
+355,607
135
$39.1M 0.18%
169,605
+4,871
136
$39M 0.18%
854,640
+86,235
137
$38.9M 0.18%
1,174,390
+188,846
138
$38.7M 0.17%
2,472,324
-102,765
139
$38.3M 0.17%
219,515
+4,501
140
$38.2M 0.17%
799,039
-350,779
141
$38M 0.17%
406,990
+41,742
142
$37.8M 0.17%
448,942
-17,549
143
$37.3M 0.17%
1,172,648
-171,595
144
$37.2M 0.17%
354,915
+68,889
145
$37M 0.17%
780,594
+23,895
146
$36.7M 0.17%
301,599
+20,974
147
$36.6M 0.16%
324,276
+20,953
148
$36.3M 0.16%
276,544
+20,100
149
$36.2M 0.16%
817,614
+166,878
150
$36M 0.16%
99,488
+4,521
4 5
6
7 8