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
1801
$428K ﹤0.01%
232,000
-209,000
1802
$427K ﹤0.01%
6,771
+3,310
1803
$426K ﹤0.01%
4,084
+1,723
1804
$425K ﹤0.01%
22,025
-1,306
1805
$425K ﹤0.01%
13,597
-28,314
1806
$425K ﹤0.01%
7,343
+1,311
1807
$425K ﹤0.01%
20,200
-1,053
1808
$425K ﹤0.01%
6,645
+930
1809
$425K ﹤0.01%
+5,080
1810
$424K ﹤0.01%
8,919
+4,826
1811
$422K ﹤0.01%
+8,921
1812
$422K ﹤0.01%
6,000
-677
1813
$422K ﹤0.01%
27,011
-13,293
1814
$421K ﹤0.01%
27,330
-127,844
1815
$421K ﹤0.01%
19,280
-2,232
1816
$420K ﹤0.01%
29,710
+1,491
1817
$419K ﹤0.01%
2,733
+77
1818
$418K ﹤0.01%
14,977
-1,192
1819
$415K ﹤0.01%
25,455
+8,195
1820
$414K ﹤0.01%
+16,461
1821
$412K ﹤0.01%
10,670
-2,601
1822
$412K ﹤0.01%
30,234
1823
$412K ﹤0.01%
2,700
-10,770
1824
$412K ﹤0.01%
16,309
-6,114
1825
$409K ﹤0.01%
11,755
71 72
73
74 75