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
2126
$221K ﹤0.01%
2,051
+88
2127
$221K ﹤0.01%
+11,894
2128
$221K ﹤0.01%
7,475
-17,443
2129
$221K ﹤0.01%
12,051
-4,951
2130
$221K ﹤0.01%
5,309
-5,106
2131
$219K ﹤0.01%
19,495
-16,429
2132
$219K ﹤0.01%
+6,181
2133
$219K ﹤0.01%
8,548
-175
2134
$219K ﹤0.01%
12,000
2135
$219K ﹤0.01%
3,398
-590
2136
$219K ﹤0.01%
3,023
-17,435
2137
$217K ﹤0.01%
2,575
+35
2138
$217K ﹤0.01%
+2,850
2139
$217K ﹤0.01%
9,868
-10,823
2140
$216K ﹤0.01%
+3,622
2141
$215K ﹤0.01%
14,100
-1,900
2142
$214K ﹤0.01%
14,700
-1,800
2143
$213K ﹤0.01%
1,906
-436
2144
$213K ﹤0.01%
+4,352
2145
$213K ﹤0.01%
15,197
+1,633
2146
$213K ﹤0.01%
10,547
-2,166
2147
$212K ﹤0.01%
2,300
2148
$211K ﹤0.01%
5,237
-5,864
2149
$211K ﹤0.01%
+1,726
2150
$211K ﹤0.01%
+9,336
84 85
86
87 88