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
1926
$341K ﹤0.01%
13,800
-6,915
1927
$341K ﹤0.01%
7,960
-489
1928
$340K ﹤0.01%
+15,033
1929
$340K ﹤0.01%
11,524
+2,017
1930
$339K ﹤0.01%
+6,795
1931
$337K ﹤0.01%
10,847
-11,291
1932
$336K ﹤0.01%
12,867
-1,500
1933
$335K ﹤0.01%
13,101
-5,305
1934
$334K ﹤0.01%
10,598
-468
1935
$334K ﹤0.01%
30,672
+1,450
1936
$333K ﹤0.01%
+13,020
1937
$333K ﹤0.01%
17,818
-14,954
1938
$332K ﹤0.01%
7,664
-13
1939
$328K ﹤0.01%
29,961
-525
1940
$328K ﹤0.01%
12,200
1941
$328K ﹤0.01%
16,978
+1,313
1942
$326K ﹤0.01%
24,794
+1,738
1943
$324K ﹤0.01%
4,254
-423
1944
$324K ﹤0.01%
384
-16
1945
$324K ﹤0.01%
31,599
+950
1946
$321K ﹤0.01%
7,760
-393
1947
$320K ﹤0.01%
+11,173
1948
$320K ﹤0.01%
12,843
-1,896
1949
$320K ﹤0.01%
21,847
-6,630
1950
$320K ﹤0.01%
24,339
-2,950
76 77
78
79 80