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
1776
$449K ﹤0.01%
7,884
-13,988
1777
$449K ﹤0.01%
10,860
-6,406
1778
$448K ﹤0.01%
73,248
+56,195
1779
$447K ﹤0.01%
21,767
+421
1780
$445K ﹤0.01%
14,231
+325
1781
$442K ﹤0.01%
9,190
-3,237
1782
$442K ﹤0.01%
18,248
-3,774
1783
$442K ﹤0.01%
8,895
-532
1784
$441K ﹤0.01%
26,100
+678
1785
$441K ﹤0.01%
17,245
-394
1786
$440K ﹤0.01%
7,314
-1,007
1787
$439K ﹤0.01%
5,873
-14,289
1788
$438K ﹤0.01%
9,937
+1,800
1789
$436K ﹤0.01%
3,989
-408
1790
$436K ﹤0.01%
10,482
-4,439
1791
$436K ﹤0.01%
20,417
-287
1792
$434K ﹤0.01%
+17,833
1793
$434K ﹤0.01%
14,610
+6,575
1794
$431K ﹤0.01%
+21,706
1795
$430K ﹤0.01%
+31,426
1796
$430K ﹤0.01%
14,654
-3,584
1797
$430K ﹤0.01%
+2,789
1798
$430K ﹤0.01%
18,281
+1,749
1799
$428K ﹤0.01%
7,935
-3,441
1800
$428K ﹤0.01%
+15,239
70 71
72
73 74