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
2226
$167K ﹤0.01%
+11,310
2227
$167K ﹤0.01%
20,277
-1,225
2228
$165K ﹤0.01%
11,800
-2,180
2229
$165K ﹤0.01%
11,577
-3,210
2230
$164K ﹤0.01%
29,285
-9,160
2231
$164K ﹤0.01%
+1,384
2232
$162K ﹤0.01%
23,000
+3,000
2233
$161K ﹤0.01%
27,220
-850
2234
$159K ﹤0.01%
12,950
-8,650
2235
$159K ﹤0.01%
13,485
-457
2236
$158K ﹤0.01%
2,002
-733
2237
$157K ﹤0.01%
13,050
2238
$157K ﹤0.01%
24,956
+1,505
2239
$157K ﹤0.01%
10,594
-6,515
2240
$154K ﹤0.01%
2,807
-481
2241
$154K ﹤0.01%
59,359
-10,826
2242
$153K ﹤0.01%
+25,375
2243
$152K ﹤0.01%
10,417
-6,052
2244
$151K ﹤0.01%
12,378
+600
2245
$151K ﹤0.01%
18,533
-17,541
2246
$151K ﹤0.01%
+15,900
2247
$150K ﹤0.01%
11,458
2248
$150K ﹤0.01%
19,676
-9,064
2249
$150K ﹤0.01%
11,308
-1,999
2250
$150K ﹤0.01%
10,050
-2,542
88 89
90
91 92