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
1901
$357K ﹤0.01%
23,680
-892
1902
$357K ﹤0.01%
12,371
-2,511
1903
$356K ﹤0.01%
12,812
+1,557
1904
$355K ﹤0.01%
60,622
+41,090
1905
$355K ﹤0.01%
85,690
-23,392
1906
$355K ﹤0.01%
25,680
-773
1907
$354K ﹤0.01%
7,050
-10,977
1908
$353K ﹤0.01%
18,552
-44,023
1909
$352K ﹤0.01%
13,171
-300
1910
$352K ﹤0.01%
1,797
-1,424
1911
$351K ﹤0.01%
13,311
-315
1912
$350K ﹤0.01%
6,611
-2,113
1913
$350K ﹤0.01%
12,232
-901
1914
$348K ﹤0.01%
+15,383
1915
$347K ﹤0.01%
12,495
+1,324
1916
$347K ﹤0.01%
3,617
-468
1917
$346K ﹤0.01%
8,872
-604
1918
$346K ﹤0.01%
10,516
-726
1919
$345K ﹤0.01%
4,725
-1,436
1920
$345K ﹤0.01%
12,548
+2,036
1921
$344K ﹤0.01%
2,929
-2,855
1922
$344K ﹤0.01%
16,335
-60
1923
$343K ﹤0.01%
14,758
+3,825
1924
$343K ﹤0.01%
3,971
-1,576
1925
$343K ﹤0.01%
8,228
-3,944
75 76
77
78 79