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
1951
$319K ﹤0.01%
8,048
-222
1952
$319K ﹤0.01%
14,809
+1,634
1953
$319K ﹤0.01%
3,156
-370
1954
$318K ﹤0.01%
12,416
-2,492
1955
$318K ﹤0.01%
+10,550
1956
$317K ﹤0.01%
4,811
-413
1957
$317K ﹤0.01%
25,506
+1,811
1958
$317K ﹤0.01%
+6,292
1959
$316K ﹤0.01%
10,052
-2,255
1960
$315K ﹤0.01%
19,070
-1,000
1961
$315K ﹤0.01%
29,859
-5,892
1962
$314K ﹤0.01%
5,810
-1,028
1963
$314K ﹤0.01%
43,753
-2,400
1964
$314K ﹤0.01%
12,158
-4,886
1965
$313K ﹤0.01%
25,322
+4,110
1966
$312K ﹤0.01%
4,875
+1,101
1967
$312K ﹤0.01%
14,616
+345
1968
$312K ﹤0.01%
25,727
-724
1969
$312K ﹤0.01%
25,000
1970
$311K ﹤0.01%
15,552
-607
1971
$310K ﹤0.01%
4,104
+109
1972
$309K ﹤0.01%
15,644
-152,998
1973
$309K ﹤0.01%
13,710
1974
$309K ﹤0.01%
9,048
-812
1975
$308K ﹤0.01%
2,780
+5
77 78
79
80 81