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
2376
– –
-13,818
2377
– –
-7,705
2378
– –
-11,320
2379
– –
-35,895
2380
– –
-7,596
2381
– –
-10,250
2382
– –
-10,670
2383
– –
-9,164
2384
– –
-18,633
2385
– –
-205,019
2386
– –
-4,715
2387
– –
-13,219
2388
– –
-9,995
2389
– –
-73,085
2390
– –
-22,500
2391
– –
-8,064
2392
– –
-8,667
2393
– –
-21,562
2394
– –
-45,480
2395
– –
-5,153
2396
– –
-14,867
2397
– –
-39,371
2398
– –
-27,932
2399
– –
-18,000
2400
– –
-16,272
94 95
96
97 98