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
2151
$210K ﹤0.01%
5,522
-1,858
2152
$210K ﹤0.01%
10,361
-82,221
2153
$210K ﹤0.01%
6,286
+126
2154
$210K ﹤0.01%
3,938
-512
2155
$209K ﹤0.01%
4,227
-5,209
2156
$209K ﹤0.01%
+5,520
2157
$208K ﹤0.01%
10,087
-3,718
2158
$208K ﹤0.01%
+5,775
2159
$208K ﹤0.01%
+6,897
2160
$207K ﹤0.01%
3,515
-15,114
2161
$207K ﹤0.01%
11,443
+1,118
2162
$207K ﹤0.01%
8,399
-6,511
2163
$207K ﹤0.01%
2,350
2164
$207K ﹤0.01%
9,014
-28,698
2165
$207K ﹤0.01%
21,122
-2,246
2166
$205K ﹤0.01%
39,351
+19,066
2167
$205K ﹤0.01%
6,014
-248
2168
$205K ﹤0.01%
30,165
+9,745
2169
$205K ﹤0.01%
9,237
-2,794
2170
$204K ﹤0.01%
27,770
2171
$204K ﹤0.01%
+6,371
2172
$204K ﹤0.01%
14,546
-10,478
2173
$203K ﹤0.01%
45,065
+25,500
2174
$203K ﹤0.01%
18,300
-65
2175
$203K ﹤0.01%
13,829
-4,822
85 86
87
88 89