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
2001
$289K ﹤0.01%
4,685
-1,365
2002
$289K ﹤0.01%
15,747
+301
2003
$289K ﹤0.01%
3,633
-621
2004
$288K ﹤0.01%
12,582
-5,026
2005
$286K ﹤0.01%
19,984
+476
2006
$285K ﹤0.01%
+8,325
2007
$285K ﹤0.01%
4,800
2008
$284K ﹤0.01%
5,204
-3,223
2009
$284K ﹤0.01%
16,479
-2,204
2010
$283K ﹤0.01%
2
2011
$282K ﹤0.01%
33,962
-147
2012
$282K ﹤0.01%
13,615
+402
2013
$282K ﹤0.01%
10,122
-4,360
2014
$281K ﹤0.01%
9,559
+912
2015
$281K ﹤0.01%
7,368
-386
2016
$280K ﹤0.01%
35,534
-19,420
2017
$280K ﹤0.01%
15,934
-6,750
2018
$280K ﹤0.01%
+6,940
2019
$279K ﹤0.01%
9,396
-552
2020
$278K ﹤0.01%
2,791
-845
2021
$276K ﹤0.01%
12,233
-8,866
2022
$275K ﹤0.01%
9,860
-27,116
2023
$274K ﹤0.01%
6,200
2024
$274K ﹤0.01%
4,325
-275
2025
$274K ﹤0.01%
17,873
-378
79 80
81
82 83