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
151
$35.9M 0.16%
240,880
+37,999
152
$35.5M 0.16%
540,848
+53,683
153
$35.5M 0.16%
1,077,714
+5,166
154
$35.2M 0.16%
+1,096,650
155
$35M 0.16%
715,823
+94,171
156
$34.9M 0.16%
483,350
-109,273
157
$34.8M 0.16%
523,633
+10,698
158
$34.3M 0.15%
352,996
+33,194
159
$34.2M 0.15%
787,318
-555,912
160
$34.2M 0.15%
991,930
-103,024
161
$34M 0.15%
250,538
+20,141
162
$33.1M 0.15%
535,597
-9,872
163
$32.6M 0.15%
824,486
+120,718
164
$32.4M 0.15%
339,099
+111,709
165
$32.4M 0.15%
1,736,610
+40,890
166
$32.4M 0.15%
743,116
+57,660
167
$32.2M 0.14%
673,570
-10,927
168
$32.1M 0.14%
351,424
-76,274
169
$32M 0.14%
638,487
+72,589
170
$31.7M 0.14%
722,880
-3,411
171
$31.7M 0.14%
476,268
+93,966
172
$31M 0.14%
348,864
-21,069
173
$30.5M 0.14%
624,232
+850
174
$30.4M 0.14%
344,977
-15,622
175
$30.1M 0.14%
270,445
-318,093
5 6
7
8 9