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
1601
$625K ﹤0.01%
11,323
-707
1602
$625K ﹤0.01%
16,800
+200
1603
$620K ﹤0.01%
7,116
-1,177
1604
$618K ﹤0.01%
37,637
+12,596
1605
$618K ﹤0.01%
12,181
+1,822
1606
$615K ﹤0.01%
21,448
-2,715
1607
$614K ﹤0.01%
14,801
-11,062
1608
$614K ﹤0.01%
9,368
+2,901
1609
$613K ﹤0.01%
16,837
-2,554
1610
$612K ﹤0.01%
18,084
+7,669
1611
$611K ﹤0.01%
18,335
+7,650
1612
$611K ﹤0.01%
14,539
+4,613
1613
$609K ﹤0.01%
39,625
+5,895
1614
$609K ﹤0.01%
43,406
+715
1615
$608K ﹤0.01%
32,072
-7,120
1616
$608K ﹤0.01%
8,705
-1,937
1617
$607K ﹤0.01%
13,045
-4,861
1618
$607K ﹤0.01%
25,121
+2,632
1619
$606K ﹤0.01%
28,816
-4,744
1620
$604K ﹤0.01%
18,744
+7,038
1621
$604K ﹤0.01%
1,025
-67
1622
$604K ﹤0.01%
47,759
-2,866
1623
$602K ﹤0.01%
53,986
+115
1624
$602K ﹤0.01%
24,555
+6,150
1625
$602K ﹤0.01%
41,037
-5,285
63 64
65
66 67