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
1501
$740K ﹤0.01%
451
-44
1502
$740K ﹤0.01%
16,864
+350
1503
$736K ﹤0.01%
33,817
-211,393
1504
$734K ﹤0.01%
41,968
-26,904
1505
$733K ﹤0.01%
35,000
1506
$733K ﹤0.01%
52,847
-7,526
1507
$729K ﹤0.01%
26,072
-4,870
1508
$727K ﹤0.01%
12,003
-7,287
1509
$726K ﹤0.01%
37,847
+6,147
1510
$726K ﹤0.01%
16,945
+2,989
1511
$725K ﹤0.01%
56,342
-7,239
1512
$720K ﹤0.01%
22,062
-1,126
1513
$718K ﹤0.01%
34,411
-735
1514
$715K ﹤0.01%
23,470
-60,755
1515
$715K ﹤0.01%
39,187
-9,521
1516
$713K ﹤0.01%
4,480
-175
1517
$707K ﹤0.01%
25,748
+701
1518
$706K ﹤0.01%
25,625
+1,328
1519
$704K ﹤0.01%
12,467
+4,825
1520
$704K ﹤0.01%
+15,165
1521
$700K ﹤0.01%
35,470
+501
1522
$700K ﹤0.01%
26,149
-5,923
1523
$700K ﹤0.01%
7,993
+481
1524
$699K ﹤0.01%
15,986
-1,592
1525
$696K ﹤0.01%
+13,276
59 60
61
62 63