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
1701
$527K ﹤0.01%
+22,607
1702
$526K ﹤0.01%
64,271
+1,781
1703
$525K ﹤0.01%
71,002
+5,303
1704
$525K ﹤0.01%
7,054
-377
1705
$523K ﹤0.01%
40,880
-1
1706
$523K ﹤0.01%
18,197
-5,263
1707
$523K ﹤0.01%
7,159
-1,236
1708
$520K ﹤0.01%
28,448
+410
1709
$520K ﹤0.01%
2,604
+196
1710
$519K ﹤0.01%
17,175
-2,654
1711
$517K ﹤0.01%
7,512
+1,886
1712
$517K ﹤0.01%
15,066
-3,485
1713
$517K ﹤0.01%
4,634
-3,085
1714
$516K ﹤0.01%
21,401
+1,048
1715
$515K ﹤0.01%
14,844
+6,141
1716
$514K ﹤0.01%
16,897
-1,453
1717
$513K ﹤0.01%
10,419
-6,344
1718
$513K ﹤0.01%
23,043
-5,405
1719
$512K ﹤0.01%
24,665
-95
1720
$510K ﹤0.01%
+35,800
1721
$510K ﹤0.01%
32,756
+2,441
1722
$509K ﹤0.01%
18,287
-660
1723
$509K ﹤0.01%
11,045
-18,629
1724
$506K ﹤0.01%
984
+392
1725
$505K ﹤0.01%
8,004
-230
67 68
69
70 71