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
1526
$694K ﹤0.01%
56,000
+7,000
1527
$694K ﹤0.01%
7,257
-1,447
1528
$693K ﹤0.01%
20,366
+520
1529
$692K ﹤0.01%
10,630
+1,496
1530
$689K ﹤0.01%
29,921
+187
1531
$688K ﹤0.01%
43,424
-3,371
1532
$688K ﹤0.01%
16,260
-1,210
1533
$688K ﹤0.01%
34,622
+10,263
1534
$688K ﹤0.01%
61,972
-113
1535
$684K ﹤0.01%
7,984
+3,007
1536
$684K ﹤0.01%
43,764
-4,996
1537
$683K ﹤0.01%
17,660
+8,135
1538
$683K ﹤0.01%
27,600
+9,332
1539
$683K ﹤0.01%
20,814
+1,061
1540
$681K ﹤0.01%
4,022
-1,258
1541
$680K ﹤0.01%
11,830
-2,176
1542
$680K ﹤0.01%
11,772
+3,895
1543
$677K ﹤0.01%
5,312
-383
1544
$676K ﹤0.01%
28,000
+1,200
1545
$675K ﹤0.01%
19,527
-7,864
1546
$674K ﹤0.01%
26,131
+2,456
1547
$672K ﹤0.01%
26,770
+434
1548
$668K ﹤0.01%
12,421
-3,309
1549
$667K ﹤0.01%
+124,592
1550
$667K ﹤0.01%
18,818
-1,260
60 61
62
63 64