Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1
$469M 2.11%
16,590,288
-717,808
2
$427M 1.92%
1,975,810
-73,092
3
$326M 1.47%
3,741,102
-36,593
4
$322M 1.45%
5,585,985
+285,373
5
$298M 1.34%
2,525,192
-145,539
6
$271M 1.22%
8,552,192
+14,471
7
$261M 1.17%
3,920,365
+201,831
8
$230M 1.03%
1,616,334
-68,040
9
$225M 1.01%
6,996,649
+10,063
10
$223M 1%
4,293,006
+48,494
11
$200M 0.9%
2,232,014
+16,505
12
$199M 0.89%
3,342,446
+76,065
13
$193M 0.87%
1,776,709
+32,679
14
$186M 0.84%
1,807,358
-58,567
15
$185M 0.83%
4,614,540
+99,700
16
$182M 0.82%
2,880,482
+30,938
17
$176M 0.79%
3,968,914
-810,407
18
$173M 0.78%
5,651,740
-343,298
19
$166M 0.75%
1,186,991
+10,938
20
$162M 0.73%
1,824,935
+45,490
21
$155M 0.7%
3,662,977
+182,423
22
$150M 0.68%
2,726,053
+205,858
23
$147M 0.66%
3,899,176
-250,134
24
$142M 0.64%
1,103,279
+1,367
25
$141M 0.64%
1,073,074
+14,565
1
2 3 4 5