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
1751
$476K ﹤0.01%
12,170
-3,576
1752
$475K ﹤0.01%
9,579
-36,879
1753
$472K ﹤0.01%
21,865
+2,486
1754
$471K ﹤0.01%
15,656
-216
1755
$471K ﹤0.01%
4,273
-15,011
1756
$470K ﹤0.01%
20,583
-364
1757
$470K ﹤0.01%
8,765
+1,866
1758
$469K ﹤0.01%
27,249
-6,466
1759
$468K ﹤0.01%
15,627
+2,021
1760
$466K ﹤0.01%
15,293
-2,183
1761
$466K ﹤0.01%
+3,628
1762
$465K ﹤0.01%
17,351
-1,823
1763
$460K ﹤0.01%
+29,037
1764
$459K ﹤0.01%
11,211
+2,924
1765
$459K ﹤0.01%
34,443
-19,472
1766
$458K ﹤0.01%
78,406
-6,240
1767
$458K ﹤0.01%
43,450
+4,760
1768
$457K ﹤0.01%
12,596
-4,152
1769
$455K ﹤0.01%
9,909
-39
1770
$455K ﹤0.01%
19,081
+671
1771
$454K ﹤0.01%
16,575
1772
$453K ﹤0.01%
11,646
-23,155
1773
$452K ﹤0.01%
52,698
-38,266
1774
$450K ﹤0.01%
24,100
-400
1775
$449K ﹤0.01%
9,549
-772
69 70
71
72 73