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
2301
$71K ﹤0.01%
34,832
2302
$71K ﹤0.01%
16,237
+4,407
2303
$71K ﹤0.01%
31,490
-15,286
2304
$68K ﹤0.01%
36,394
-1,200
2305
$67K ﹤0.01%
13,000
+1,900
2306
$65K ﹤0.01%
+13,900
2307
$58K ﹤0.01%
2,673
-239
2308
$57K ﹤0.01%
+10,000
2309
$53K ﹤0.01%
+14,350
2310
$53K ﹤0.01%
42,397
-43,255
2311
$52K ﹤0.01%
84
-29
2312
$51K ﹤0.01%
+26,730
2313
$47K ﹤0.01%
770
-28
2314
$45K ﹤0.01%
3
2315
$45K ﹤0.01%
28,875
-117,890
2316
$44K ﹤0.01%
10,000
2317
$44K ﹤0.01%
52,500
2318
$40K ﹤0.01%
39,800
2319
$39K ﹤0.01%
36
2320
$35K ﹤0.01%
1,116
-77
2321
$31K ﹤0.01%
+10,763
2322
$28K ﹤0.01%
328
-161
2323
$28K ﹤0.01%
8,750
2324
$23K ﹤0.01%
509
-52
2325
$19K ﹤0.01%
+11,000
91 92
93
94 95