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
1651
$569K ﹤0.01%
14,544
-973
1652
$568K ﹤0.01%
6,168
+2,424
1653
$568K ﹤0.01%
18,203
-1,021
1654
$567K ﹤0.01%
36,271
+2,482
1655
$567K ﹤0.01%
30,095
-2,866
1656
$564K ﹤0.01%
8,891
+2,112
1657
$563K ﹤0.01%
32,335
+5,490
1658
$562K ﹤0.01%
39,945
1659
$561K ﹤0.01%
30,680
-904
1660
$561K ﹤0.01%
11,434
-3,048
1661
$560K ﹤0.01%
20,698
+3,132
1662
$559K ﹤0.01%
16,580
-60,596
1663
$559K ﹤0.01%
31,170
-60,830
1664
$557K ﹤0.01%
+9,254
1665
$556K ﹤0.01%
26,030
+549
1666
$555K ﹤0.01%
14,686
-8,238
1667
$554K ﹤0.01%
16,165
-12,581
1668
$554K ﹤0.01%
39,664
-369
1669
$553K ﹤0.01%
8,969
-148
1670
$553K ﹤0.01%
+13,406
1671
$553K ﹤0.01%
9,491
+541
1672
$552K ﹤0.01%
34,666
-4,295
1673
$551K ﹤0.01%
78,284
+17,884
1674
$551K ﹤0.01%
+15,070
1675
$550K ﹤0.01%
77,464
-7,193
65 66
67
68 69