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
1576
$648K ﹤0.01%
21,795
-14,956
1577
$648K ﹤0.01%
4,096
+257
1578
$648K ﹤0.01%
13,973
-4,173
1579
$647K ﹤0.01%
24,132
-1,569
1580
$647K ﹤0.01%
14,356
-1,529
1581
$646K ﹤0.01%
49,170
-77,209
1582
$645K ﹤0.01%
14,502
-4,458
1583
$644K ﹤0.01%
15,358
-4,357
1584
$643K ﹤0.01%
34,686
+300
1585
$641K ﹤0.01%
12,937
+4,098
1586
$640K ﹤0.01%
23,457
-1,166
1587
$640K ﹤0.01%
110,429
-6,981
1588
$640K ﹤0.01%
41,071
-1,197
1589
$639K ﹤0.01%
50,048
-10,382
1590
$638K ﹤0.01%
45,423
+1,784
1591
$638K ﹤0.01%
4,524
+712
1592
$636K ﹤0.01%
88,642
+12,966
1593
$635K ﹤0.01%
21,315
+1,821
1594
$635K ﹤0.01%
9,617
+2,627
1595
$635K ﹤0.01%
39,350
+424
1596
$633K ﹤0.01%
9,615
-387
1597
$631K ﹤0.01%
11,941
-2,889
1598
$631K ﹤0.01%
38,375
-861
1599
$628K ﹤0.01%
26,662
-957
1600
$627K ﹤0.01%
14,491
-6,300
62 63
64
65 66