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
2051
$264K ﹤0.01%
+18,499
2052
$264K ﹤0.01%
5,672
-330
2053
$263K ﹤0.01%
16,638
+229
2054
$263K ﹤0.01%
101
-96
2055
$262K ﹤0.01%
5,603
-595
2056
$262K ﹤0.01%
21,739
+2,872
2057
$262K ﹤0.01%
12,807
+1,932
2058
$262K ﹤0.01%
16,202
-143
2059
$261K ﹤0.01%
1,901
+277
2060
$260K ﹤0.01%
16,009
-1,848
2061
$259K ﹤0.01%
9,343
-4,453
2062
$258K ﹤0.01%
1,869
-37
2063
$255K ﹤0.01%
8,600
-7,350
2064
$255K ﹤0.01%
10,440
-16,475
2065
$253K ﹤0.01%
7,734
-1,056
2066
$253K ﹤0.01%
36,178
-4,740
2067
$252K ﹤0.01%
22,762
-486
2068
$252K ﹤0.01%
+4,351
2069
$251K ﹤0.01%
+6,641
2070
$249K ﹤0.01%
21,255
-1,695
2071
$248K ﹤0.01%
+5,270
2072
$247K ﹤0.01%
3,572
+28
2073
$247K ﹤0.01%
+14,339
2074
$247K ﹤0.01%
16,000
2075
$246K ﹤0.01%
29,275
-450
81 82
83
84 85