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
1676
$550K ﹤0.01%
59,455
-2,383
1677
$549K ﹤0.01%
57,302
-12,429
1678
$549K ﹤0.01%
12,598
-4,056
1679
$548K ﹤0.01%
11,417
+605
1680
$548K ﹤0.01%
18,133
+84
1681
$548K ﹤0.01%
14,386
+1,957
1682
$546K ﹤0.01%
6,997
-170
1683
$546K ﹤0.01%
9,008
-172
1684
$545K ﹤0.01%
+5,923
1685
$543K ﹤0.01%
19,663
-13,152
1686
$542K ﹤0.01%
14,374
+675
1687
$542K ﹤0.01%
10,326
+265
1688
$541K ﹤0.01%
5,485
-9,942
1689
$541K ﹤0.01%
49,945
1690
$541K ﹤0.01%
3,905
+1,120
1691
$537K ﹤0.01%
12,120
+757
1692
$537K ﹤0.01%
25,099
-6,608
1693
$535K ﹤0.01%
20,341
+1,419
1694
$535K ﹤0.01%
38,759
+9,000
1695
$534K ﹤0.01%
17,830
-5,585
1696
$533K ﹤0.01%
19,419
+751
1697
$532K ﹤0.01%
48,140
-15,699
1698
$532K ﹤0.01%
35,737
-4,315
1699
$530K ﹤0.01%
35,720
-32,563
1700
$528K ﹤0.01%
10,175
-20,288
66 67
68
69 70