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
2076
$246K ﹤0.01%
31,627
-9,594
2077
$246K ﹤0.01%
10,318
2078
$245K ﹤0.01%
6,052
-657
2079
$245K ﹤0.01%
+7,829
2080
$242K ﹤0.01%
15,151
-5,001
2081
$242K ﹤0.01%
13,566
2082
$241K ﹤0.01%
38,085
+3,803
2083
$241K ﹤0.01%
17,310
-414
2084
$240K ﹤0.01%
23,583
+10,890
2085
$240K ﹤0.01%
5,274
-1,778
2086
$240K ﹤0.01%
7,983
-1,626
2087
$240K ﹤0.01%
8,072
-3,373
2088
$240K ﹤0.01%
16,024
-7,929
2089
$240K ﹤0.01%
2,974
-2,144
2090
$240K ﹤0.01%
27,441
+600
2091
$239K ﹤0.01%
17,460
+2,147
2092
$238K ﹤0.01%
16,730
-520
2093
$237K ﹤0.01%
+10,165
2094
$236K ﹤0.01%
13,740
-560
2095
$236K ﹤0.01%
995
-5,363
2096
$236K ﹤0.01%
22,997
-786
2097
$235K ﹤0.01%
41,937
+1,429
2098
$235K ﹤0.01%
32,650
2099
$235K ﹤0.01%
+2,067
2100
$235K ﹤0.01%
23,533
-2,559
82 83
84
85 86