Stifel Financial

Stifel Financial Portfolio holdings

AUM $94.1B
This Quarter Return
-1.16%
1 Year Return
+9.36%
3 Year Return
+33.92%
5 Year Return
+141.11%
10 Year Return
+229.15%
AUM
$94.1B
AUM Growth
-$1.93B
Cap. Flow
+$406M
Cap. Flow %
0.43%
Top 10 Hldgs %
15.8%
Holding
3,589
New
184
Increased
1,700
Reduced
1,433
Closed
141

Top Buys

1
$242M
2
$106M
3
$72.5M
4
$72.4M
5
$68.8M

Top Sells

1
$244M
2
$227M
3
$112M
4
$85.9M
5
$78.8M

Sector Composition

1Technology18.49%
2Financials9.84%
3Industrials9.63%
4Healthcare8.92%
5Consumer Staples7.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$323K﹤0.01% 8,273
-9,520
-54%
-$372K
$322K﹤0.01% 23,908
-999
-4%
-$13.4K
$321K﹤0.01%
+15,750
 New
+$321K
$321K﹤0.01% 206,900
+40,900
+25%
+$63.4K
$320K﹤0.01% 38,881
+2,615
+7%
+$21.5K
$320K﹤0.01% 9,269
-6,825
-42%
-$235K
$319K﹤0.01% 2,378
+330
+16%
+$44.3K
$319K﹤0.01% 9,000
-3,000
-25%
-$106K
$318K﹤0.01% 11,058
-6,189
-36%
-$178K
$318K﹤0.01% 16,116
-1,390
-8%
-$27.4K
$316K﹤0.01% 13,602
+951
+8%
+$22.1K
$316K﹤0.01% 16,101––
$315K﹤0.01%
+11,911
 New
+$315K
$315K﹤0.01% 9,529
-45
-0.5%
-$1.49K
$314K﹤0.01%
+7,286
 New
+$314K
$314K﹤0.01% 8,351
-1,506
-15%
-$56.6K
$314K﹤0.01%
+14,275
 New
+$314K
$312K﹤0.01% 3,529
-449
-11%
-$39.7K
$312K﹤0.01% 8,002
-271
-3%
-$10.6K
$311K﹤0.01% 41,915
-203
-0.5%
-$1.51K
$310K﹤0.01% 17,123
+148
+0.9%
+$2.68K
$309K﹤0.01% 8,163––
$309K﹤0.01% 14,488
+3,077
+27%
+$65.6K
$309K﹤0.01% 2,200––
$309K﹤0.01% 14,724
-422
-3%
-$8.85K
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