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
1626
$600K ﹤0.01%
33,661
-10,000
1627
$600K ﹤0.01%
11,888
-17,072
1628
$598K ﹤0.01%
5,188
-1,841
1629
$595K ﹤0.01%
112,089
+12,700
1630
$594K ﹤0.01%
11,737
-12,435
1631
$592K ﹤0.01%
27,485
-6,806
1632
$591K ﹤0.01%
34,477
1633
$590K ﹤0.01%
18,507
+150
1634
$587K ﹤0.01%
17,875
-5,658
1635
$587K ﹤0.01%
22,569
+1,009
1636
$583K ﹤0.01%
17,340
+216
1637
$582K ﹤0.01%
24,050
+4,050
1638
$581K ﹤0.01%
38,480
-1,296
1639
$579K ﹤0.01%
25,840
-872
1640
$579K ﹤0.01%
4,360
-225
1641
$578K ﹤0.01%
35,348
+1,483
1642
$578K ﹤0.01%
22,856
-1,532
1643
$577K ﹤0.01%
12,232
-376
1644
$577K ﹤0.01%
18,328
+6,619
1645
$575K ﹤0.01%
10,591
-3,369
1646
$575K ﹤0.01%
52,119
+9,643
1647
$573K ﹤0.01%
18,012
-710
1648
$573K ﹤0.01%
42,565
-37,750
1649
$572K ﹤0.01%
21,882
+1,994
1650
$571K ﹤0.01%
14,593
-52,870
64 65
66
67 68