We are live on ! Find out more
Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$34.6M
3
+$23.9M
4
PLD icon
Prologis
PLD
+$21.8M
5
GLD icon
SPDR Gold Trust
GLD
+$20.3M

Top Sells

1
+$38.8M
2
+$35.3M
3
+$23.1M
4
EMC
EMC CORPORATION
EMC
+$21.4M
5
CTSH icon
Cognizant
CTSH
+$20M

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
2426
– –
-1,066
2427
– –
-6,910
2428
– –
-10,811
2429
– –
-11,334
2430
– –
-14,499
2431
– –
-46,012
2432
– –
-308
2433
– –
-26,019
2434
– –
-4,815
2435
– –
-12,603
2436
– –
-30,784
2437
– –
-12,918
2438
– –
-340,000
2439
– –
-18,652
2440
– –
-15,265
2441
– –
-1,478
2442
– –
-61,663
2443
– –
-2,310,000
2444
– –
-12,000
2445
– –
-19,338
2446
– –
-2,885
2447
– –
-5,466
2448
– –
-37,889
2449
– –
-29,347
2450
– –
-8,400
96 97
98
99 100