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
2276
$106K ﹤0.01%
10,512
-27,960
2277
$106K ﹤0.01%
11,319
-1,752
2278
$105K ﹤0.01%
6,129
-2,728
2279
$105K ﹤0.01%
18,284
-7,764
2280
$104K ﹤0.01%
25,000
-13,330
2281
$102K ﹤0.01%
+12,372
2282
$99K ﹤0.01%
+11,346
2283
$93K ﹤0.01%
2,750
-359
2284
$92K ﹤0.01%
17,135
+5,607
2285
$90K ﹤0.01%
12,000
+1,200
2286
$88K ﹤0.01%
+10,301
2287
$88K ﹤0.01%
32,548
2288
$87K ﹤0.01%
+14,000
2289
$87K ﹤0.01%
40,000
-5,000
2290
$87K ﹤0.01%
1,841
+171
2291
$87K ﹤0.01%
51,428
+1,505
2292
$87K ﹤0.01%
57,098
+4,052
2293
$85K ﹤0.01%
7,876
-445
2294
$84K ﹤0.01%
72,484
-3,850
2295
$82K ﹤0.01%
42
-20
2296
$79K ﹤0.01%
3,407
-2,914
2297
$77K ﹤0.01%
+12,708
2298
$76K ﹤0.01%
2,798
-525
2299
$75K ﹤0.01%
+11,820
2300
$73K ﹤0.01%
89,006
-9,167
90 91
92
93 94