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
1476
$784K ﹤0.01%
7,202
+445
1477
$783K ﹤0.01%
16,339
-1,323
1478
$778K ﹤0.01%
35,608
-653
1479
$775K ﹤0.01%
74,700
-1,000
1480
$774K ﹤0.01%
30,139
+7,343
1481
$773K ﹤0.01%
20,650
+7,600
1482
$771K ﹤0.01%
19,836
-10,218
1483
$769K ﹤0.01%
17,881
+4,756
1484
$767K ﹤0.01%
14,124
-826
1485
$764K ﹤0.01%
14,142
-6,855
1486
$764K ﹤0.01%
72,949
+2,537
1487
$763K ﹤0.01%
38,212
-9,161
1488
$761K ﹤0.01%
43,729
+913
1489
$761K ﹤0.01%
23,673
+186
1490
$756K ﹤0.01%
18,036
-4,298
1491
$754K ﹤0.01%
40,486
+3,851
1492
$754K ﹤0.01%
16,117
-15,468
1493
$750K ﹤0.01%
+18,679
1494
$749K ﹤0.01%
+27,133
1495
$749K ﹤0.01%
16,126
+541
1496
$748K ﹤0.01%
+20,858
1497
$748K ﹤0.01%
42,431
-625
1498
$746K ﹤0.01%
43,647
-24,898
1499
$746K ﹤0.01%
61,629
-15,388
1500
$745K ﹤0.01%
+21,647
58 59
60
61 62