Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$34.6M
3
+$23.9M
4
PLD icon
Prologis
PLD
+$21.8M
5
GLD icon
SPDR Gold Trust
GLD
+$20.3M

Top Sells

1
+$38.8M
2
+$35.3M
3
+$23.1M
4
EMC
EMC CORPORATION
EMC
+$21.4M
5
CTSH icon
Cognizant
CTSH
+$20M

Sector Composition

1 Healthcare 12.63%
2 Technology 11.3%
3 Financials 9.93%
4 Industrials 8.6%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$390K ﹤0.01%
14,276
-6,555
1852
$390K ﹤0.01%
9,047
-5,085
1853
$390K ﹤0.01%
21,424
+4,910
1854
$389K ﹤0.01%
24,678
+11,444
1855
$388K ﹤0.01%
12,414
-337
1856
$387K ﹤0.01%
19,666
+1,476
1857
$387K ﹤0.01%
4,626
-3,896
1858
$386K ﹤0.01%
6,756
+2,108
1859
$386K ﹤0.01%
29,570
+1,347
1860
$385K ﹤0.01%
+10,423
1861
$384K ﹤0.01%
23,761
-12,415
1862
$384K ﹤0.01%
6,038
-1,545
1863
$384K ﹤0.01%
+4,191
1864
$384K ﹤0.01%
14,800
-1,127
1865
$383K ﹤0.01%
88,007
-221,231
1866
$382K ﹤0.01%
10,855
+262
1867
$382K ﹤0.01%
18,000
+2,040
1868
$382K ﹤0.01%
31,786
+14,732
1869
$381K ﹤0.01%
18,483
-12,803
1870
$380K ﹤0.01%
+42,043
1871
$380K ﹤0.01%
9,979
-14,154
1872
$380K ﹤0.01%
+14,466
1873
$378K ﹤0.01%
131,528
-14,829
1874
$377K ﹤0.01%
17,190
-1,189
1875
$375K ﹤0.01%
31,816
+1,867
73 74
75
76 77