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
1551
$667K ﹤0.01%
64,364
-69,224
1552
$667K ﹤0.01%
10,762
-1,418
1553
$667K ﹤0.01%
43,105
-22,592
1554
$667K ﹤0.01%
59,898
-12,754
1555
$666K ﹤0.01%
13,945
-14,595
1556
$666K ﹤0.01%
22,675
+3,167
1557
$665K ﹤0.01%
64,177
-4,681
1558
$664K ﹤0.01%
44,953
+8,527
1559
$664K ﹤0.01%
41,167
-27,305
1560
$663K ﹤0.01%
7,115
-2,059
1561
$662K ﹤0.01%
9,538
+2,759
1562
$659K ﹤0.01%
13,615
+823
1563
$658K ﹤0.01%
17,346
-3,981
1564
$658K ﹤0.01%
11,546
-422
1565
$653K ﹤0.01%
47,372
-39,477
1566
$653K ﹤0.01%
42,023
-3,697
1567
$652K ﹤0.01%
17,723
-9,645
1568
$652K ﹤0.01%
4,267
-1,234
1569
$652K ﹤0.01%
42,310
-7,800
1570
$651K ﹤0.01%
9,824
-3,800
1571
$650K ﹤0.01%
24,750
-14,152
1572
$650K ﹤0.01%
16,215
-1,944
1573
$650K ﹤0.01%
29,874
-120
1574
$650K ﹤0.01%
10,845
+1,635
1575
$650K ﹤0.01%
4,882
-3,698
61 62
63
64 65