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
201
$24.5M 0.11%
126,138
-16,587
202
$24.4M 0.11%
362,942
+64,682
203
$24.2M 0.11%
634,722
+211,115
204
$24.1M 0.11%
489,354
-8,995
205
$24.1M 0.11%
390,834
+73,562
206
$24M 0.11%
235,394
+26,121
207
$23.6M 0.11%
385,608
-12,600
208
$23.6M 0.11%
1,369,930
+6,470
209
$23.6M 0.11%
533,367
+90,295
210
$23.5M 0.11%
313,477
-6,493
211
$23.5M 0.11%
588,104
+15,530
212
$23.3M 0.1%
486,386
+85,970
213
$23.2M 0.1%
1,302,716
-158,191
214
$23.1M 0.1%
905,252
+60,578
215
$23.1M 0.1%
57,507
-13,188
216
$23.1M 0.1%
444,582
-75,527
217
$23M 0.1%
320,547
+29,888
218
$22.8M 0.1%
456,508
-15,846
219
$22.5M 0.1%
725,742
-17,162
220
$22.4M 0.1%
590,749
+41,693
221
$22.3M 0.1%
289,645
-9,610
222
$22.2M 0.1%
346,440
-24,752
223
$22M 0.1%
272,368
-36,438
224
$21.9M 0.1%
294,914
-11,008
225
$21.8M 0.1%
175,604
-18,356
7 8
9
10 11