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
2176
$203K ﹤0.01%
14,650
+4,120
2177
$202K ﹤0.01%
+9,500
2178
$202K ﹤0.01%
6,978
-963
2179
$202K ﹤0.01%
14,331
-2,160
2180
$201K ﹤0.01%
8,451
-3,935
2181
$201K ﹤0.01%
150
-15
2182
$201K ﹤0.01%
31,908
-1,221
2183
$200K ﹤0.01%
+5,136
2184
$200K ﹤0.01%
+7,900
2185
$198K ﹤0.01%
+11,395
2186
$197K ﹤0.01%
14,960
+2,685
2187
$197K ﹤0.01%
592
-4,641
2188
$196K ﹤0.01%
32,877
-2,425
2189
$196K ﹤0.01%
13,834
-61,341
2190
$195K ﹤0.01%
+20,047
2191
$195K ﹤0.01%
9
2192
$194K ﹤0.01%
+20,652
2193
$193K ﹤0.01%
12,325
-18,769
2194
$193K ﹤0.01%
35,637
+5,521
2195
$193K ﹤0.01%
11,203
-10,458
2196
$193K ﹤0.01%
22,971
-55
2197
$193K ﹤0.01%
15,390
-4,714
2198
$193K ﹤0.01%
15,717
-29,535
2199
$191K ﹤0.01%
+12,200
2200
$190K ﹤0.01%
14,499
+9
86 87
88
89 90