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
$308K﹤0.01% 10,465
-983
-9%
-$29K
$308K﹤0.01% 21,050
+1,202
+6%
+$17.6K
$308K﹤0.01% 3,250
-102
-3%
-$9.67K
$308K﹤0.01% 3,082––
$308K﹤0.01% 29,488
+8,021
+37%
+$83.7K
$308K﹤0.01% 8,159––
$307K﹤0.01% 4,346
+816
+23%
+$57.6K
$306K﹤0.01% 4,414
-510
-10%
-$35.4K
$306K﹤0.01% 930
-227
-20%
-$74.8K
$306K﹤0.01% 8,055––
$306K﹤0.01% 8,255
+236
+3%
+$8.73K
$305K﹤0.01% 30,759
+1,915
+7%
+$19K
$304K﹤0.01% 29,023
-10,431
-26%
-$109K
$303K﹤0.01%
+6,907
 New
+$303K
$303K﹤0.01% 4,435
-3,073
-41%
-$210K
$302K﹤0.01% 8,998
-896
-9%
-$30.1K
$299K﹤0.01%
+10,250
 New
+$299K
$299K﹤0.01% 5,834
+540
+10%
+$27.7K
$299K﹤0.01% 16,095
+671
+4%
+$12.5K
$298K﹤0.01% 7,261
-10,144
-58%
-$417K
$297K﹤0.01% 14,886
+1,109
+8%
+$22.1K
$297K﹤0.01%
+4,715
 New
+$297K
$296K﹤0.01% 15,737
-2,484
-14%
-$46.8K
$296K﹤0.01% 9,361
+61
+0.7%
+$1.93K
$296K﹤0.01% 28,435
+1,650
+6%
+$17.2K
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