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
1826
$408K ﹤0.01%
10,128
-254
1827
$408K ﹤0.01%
27,553
+7,366
1828
$408K ﹤0.01%
6,284
-285
1829
$408K ﹤0.01%
3,208
-949
1830
$407K ﹤0.01%
5,511
-15,624
1831
$405K ﹤0.01%
21,533
-6,210
1832
$404K ﹤0.01%
21,560
-1,305
1833
$404K ﹤0.01%
27,237
+689
1834
$403K ﹤0.01%
16,365
+507
1835
$403K ﹤0.01%
+43,000
1836
$402K ﹤0.01%
7,655
+1,765
1837
$402K ﹤0.01%
3,413
-526
1838
$402K ﹤0.01%
170,413
-37,827
1839
$401K ﹤0.01%
19,896
+600
1840
$401K ﹤0.01%
28,187
+6,598
1841
$400K ﹤0.01%
88,438
-519,287
1842
$399K ﹤0.01%
3,944
+69
1843
$399K ﹤0.01%
6,601
+1,557
1844
$399K ﹤0.01%
14,662
-7,740
1845
$398K ﹤0.01%
5,412
+119
1846
$397K ﹤0.01%
38,568
-3,170
1847
$395K ﹤0.01%
8,703
-49,734
1848
$393K ﹤0.01%
10,374
-7,953
1849
$393K ﹤0.01%
12,421
-2,997
1850
$391K ﹤0.01%
15,745
-17,240
72 73
74
75 76