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
2251
$148K ﹤0.01%
7,632
+1,505
2252
$147K ﹤0.01%
13,050
2253
$147K ﹤0.01%
+13,188
2254
$140K ﹤0.01%
45,912
+6,283
2255
$140K ﹤0.01%
4,184
-18,745
2256
$138K ﹤0.01%
10,324
-6,341
2257
$138K ﹤0.01%
+11,210
2258
$137K ﹤0.01%
+29,300
2259
$137K ﹤0.01%
13,961
2260
$137K ﹤0.01%
19,630
-620
2261
$134K ﹤0.01%
1,930
+68
2262
$134K ﹤0.01%
11,813
2263
$131K ﹤0.01%
23,505
+2,295
2264
$129K ﹤0.01%
11,049
2265
$129K ﹤0.01%
16,020
+2,134
2266
$129K ﹤0.01%
23,928
-544
2267
$127K ﹤0.01%
10,984
-1,949
2268
$119K ﹤0.01%
12,321
-7,250
2269
$118K ﹤0.01%
6,145
-367
2270
$113K ﹤0.01%
25,300
-1,000
2271
$112K ﹤0.01%
10,994
-551
2272
$112K ﹤0.01%
+27,185
2273
$111K ﹤0.01%
13,126
-5,615
2274
$110K ﹤0.01%
19,511
-2,100
2275
$108K ﹤0.01%
+20,434
89 90
91
92 93