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
1726
$504K ﹤0.01%
29,109
-5,966
1727
$502K ﹤0.01%
37,876
-1,132
1728
$501K ﹤0.01%
30,650
-619
1729
$499K ﹤0.01%
81,180
+35,800
1730
$499K ﹤0.01%
7,163
+1,427
1731
$499K ﹤0.01%
42,384
+8,871
1732
$497K ﹤0.01%
18,688
-565
1733
$497K ﹤0.01%
16,059
+4,704
1734
$497K ﹤0.01%
8,257
+1,193
1735
$495K ﹤0.01%
9,543
-8,152
1736
$491K ﹤0.01%
8,263
-6,867
1737
$490K ﹤0.01%
11,962
-10,004
1738
$490K ﹤0.01%
8,185
-5,834
1739
$489K ﹤0.01%
10,175
+1,429
1740
$489K ﹤0.01%
18,435
-191,038
1741
$486K ﹤0.01%
11,070
-1,274
1742
$485K ﹤0.01%
10,097
+4,498
1743
$484K ﹤0.01%
9,484
-185
1744
$484K ﹤0.01%
9,315
+2,717
1745
$482K ﹤0.01%
43,124
+7,496
1746
$481K ﹤0.01%
12,295
-13
1747
$480K ﹤0.01%
37,948
+6,488
1748
$479K ﹤0.01%
20,000
1749
$479K ﹤0.01%
+8,202
1750
$476K ﹤0.01%
22,606
-1,574
68 69
70
71 72