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
2401
– –
-36,611
2402
– –
-56,750
2403
– –
-1,100
2404
– –
-27,345
2405
– –
-8,171
2406
– –
-29,630
2407
– –
-20,176
2408
– –
-7,330
2409
– –
-65,904
2410
– –
-8,567
2411
– –
-10,114
2412
– –
-9,096
2413
– –
-8,082
2414
– –
-14,261
2415
– –
-10,091
2416
– –
-29,600
2417
– –
-18,911
2418
– –
-31,179
2419
– –
-12,732
2420
– –
-5,997
2421
– –
-23,308
2422
– –
-10,634
2423
– –
-11,866
2424
– –
-39,552
2425
– –
-12,000
95 96
97
98 99