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 11.3%
3 Financials 9.93%
4 Industrials 8.6%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$13K ﹤0.01%
1
-1
2327
$11K ﹤0.01%
833
-94
2328
$11K ﹤0.01%
+1,505
2329
$7K ﹤0.01%
2,451
2330
$5K ﹤0.01%
2,030
-1,685
2331
$5K ﹤0.01%
13,500
-12,101
2332
– –
-16,272
2333
– –
-19,000
2334
– –
0
2335
– –
-14,200
2336
– –
-10,000
2337
– –
-12,000
2338
– –
-19,338
2339
– –
-2,885
2340
– –
-5,466
2341
– –
-37,889
2342
– –
-35,000
2343
– –
-3,238
2344
– –
-14,643
2345
– –
-10,807
2346
– –
-10,200
2347
– –
-10,725
2348
– –
-679,766
2349
– –
-10,011
2350
– –
-58,998
92 93
94
95 96