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
1976
$308K ﹤0.01%
+8,585
1977
$308K ﹤0.01%
5,943
-222
1978
$307K ﹤0.01%
18,246
-1,758
1979
$306K ﹤0.01%
3,937
-624
1980
$305K ﹤0.01%
34,792
-2,268
1981
$305K ﹤0.01%
9,738
+1,700
1982
$305K ﹤0.01%
6,047
+80
1983
$304K ﹤0.01%
101,550
-71,054
1984
$303K ﹤0.01%
10,583
+634
1985
$302K ﹤0.01%
15,651
+576
1986
$300K ﹤0.01%
+6,912
1987
$299K ﹤0.01%
+8,800
1988
$299K ﹤0.01%
14,816
-44,427
1989
$297K ﹤0.01%
+12,777
1990
$297K ﹤0.01%
5,225
-5,115
1991
$297K ﹤0.01%
1,562
-713
1992
$296K ﹤0.01%
25,236
1993
$296K ﹤0.01%
21,643
+6,626
1994
$296K ﹤0.01%
+20,455
1995
$295K ﹤0.01%
14,932
1996
$294K ﹤0.01%
21,237
-36,348
1997
$292K ﹤0.01%
4,834
-604
1998
$291K ﹤0.01%
19,715
+5,111
1999
$291K ﹤0.01%
+7,549
2000
$290K ﹤0.01%
20,494
-18,631
78 79
80
81 82