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
1876
$372K ﹤0.01%
+7,511
1877
$372K ﹤0.01%
5,923
+1,524
1878
$371K ﹤0.01%
13,900
1879
$369K ﹤0.01%
4,066
+773
1880
$369K ﹤0.01%
+20,002
1881
$368K ﹤0.01%
19,932
-258
1882
$366K ﹤0.01%
3,448
-1,021
1883
$366K ﹤0.01%
28,781
+5,545
1884
$366K ﹤0.01%
5,455
-7,498
1885
$365K ﹤0.01%
15,555
+200
1886
$365K ﹤0.01%
18,230
-4,381
1887
$364K ﹤0.01%
55,563
+11,030
1888
$363K ﹤0.01%
28,291
+10,691
1889
$363K ﹤0.01%
33,495
+7,605
1890
$363K ﹤0.01%
+66,950
1891
$362K ﹤0.01%
20,083
+1,510
1892
$362K ﹤0.01%
12,496
+1,582
1893
$361K ﹤0.01%
+8,427
1894
$360K ﹤0.01%
8,525
-2,616
1895
$360K ﹤0.01%
+6,055
1896
$359K ﹤0.01%
17,238
-470
1897
$357K ﹤0.01%
+3,325
1898
$357K ﹤0.01%
8,519
-995
1899
$357K ﹤0.01%
39,512
-6,417
1900
$357K ﹤0.01%
+15,056
74 75
76
77 78