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
2201
$190K ﹤0.01%
22,255
+3,000
2202
$189K ﹤0.01%
14,214
+928
2203
$188K ﹤0.01%
10,876
+633
2204
$186K ﹤0.01%
23,780
-10,963
2205
$185K ﹤0.01%
13,190
-2,162
2206
$180K ﹤0.01%
17,832
+524
2207
$180K ﹤0.01%
12,327
+103
2208
$179K ﹤0.01%
10,825
2209
$179K ﹤0.01%
17,871
-7,139
2210
$179K ﹤0.01%
30,320
-3,000
2211
$178K ﹤0.01%
16,459
+1
2212
$177K ﹤0.01%
24,262
-65,315
2213
$176K ﹤0.01%
+17,643
2214
$174K ﹤0.01%
26,377
-119,306
2215
$173K ﹤0.01%
10,984
-3,733
2216
$172K ﹤0.01%
27,137
-79
2217
$171K ﹤0.01%
14,682
-2,350
2218
$171K ﹤0.01%
4,639
-3,022
2219
$170K ﹤0.01%
1,126
-5
2220
$170K ﹤0.01%
31,905
-8,003
2221
$169K ﹤0.01%
+16,639
2222
$169K ﹤0.01%
13,400
-2,400
2223
$169K ﹤0.01%
12,700
2224
$169K ﹤0.01%
34,201
+569
2225
$168K ﹤0.01%
14,195
+242
87 88
89
90 91