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
176
$29.8M 0.13%
412,388
-6,522
177
$29.5M 0.13%
277,524
-19,045
178
$29.5M 0.13%
640,892
-7,522
179
$28.6M 0.13%
963,521
+261,567
180
$28.2M 0.13%
231,255
-6,446
181
$28.2M 0.13%
407,228
-28,410
182
$28.1M 0.13%
242,126
+1,176
183
$27.8M 0.13%
1,361,403
+192,339
184
$27.8M 0.13%
274,995
+34,016
185
$27.1M 0.12%
86,591
-7,272
186
$27.1M 0.12%
587,184
+11,449
187
$27M 0.12%
572,757
+6,447
188
$26.9M 0.12%
218,888
+32,454
189
$26.7M 0.12%
721,028
+54,665
190
$26.4M 0.12%
943,237
-10,171
191
$26.2M 0.12%
488,875
+412,361
192
$26.2M 0.12%
1,258,526
-409,776
193
$26M 0.12%
229,693
+7,188
194
$25.6M 0.12%
484,033
+280,429
195
$25.6M 0.12%
700,376
-12,761
196
$25.4M 0.11%
469,861
-85
197
$25M 0.11%
944,847
-3,609
198
$24.8M 0.11%
675,348
-58,348
199
$24.7M 0.11%
201,741
-24,355
200
$24.7M 0.11%
281,470
+16,651
6 7
8
9 10