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
2101
$235K ﹤0.01%
64,398
-9,790
2102
$234K ﹤0.01%
+7,122
2103
$233K ﹤0.01%
+8,794
2104
$233K ﹤0.01%
+5,950
2105
$231K ﹤0.01%
1,250
+50
2106
$230K ﹤0.01%
15,154
+4,276
2107
$230K ﹤0.01%
3,704
-1,251
2108
$229K ﹤0.01%
12,774
-2,700
2109
$229K ﹤0.01%
+5,810
2110
$229K ﹤0.01%
+2,047
2111
$228K ﹤0.01%
1,815
+215
2112
$226K ﹤0.01%
3,740
-500
2113
$226K ﹤0.01%
+11,994
2114
$226K ﹤0.01%
8,515
-716
2115
$226K ﹤0.01%
5,741
-1,492
2116
$226K ﹤0.01%
28,380
2117
$226K ﹤0.01%
10,395
-3,980
2118
$225K ﹤0.01%
21,040
-6,934
2119
$224K ﹤0.01%
+3,376
2120
$223K ﹤0.01%
17,900
-22,075
2121
$222K ﹤0.01%
11,865
-8,650
2122
$222K ﹤0.01%
11,756
+1,165
2123
$222K ﹤0.01%
10,204
-19,692
2124
$221K ﹤0.01%
3,867
-906
2125
$221K ﹤0.01%
+4,413
83 84
85
86 87