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
$283K﹤0.01% 27,119
+2,560
+10%
+$26.7K
$283K﹤0.01% 6,077
-441
-7%
-$20.5K
$282K﹤0.01% 2,450––
$282K﹤0.01% 2,188
-1,664
-43%
-$214K
$281K﹤0.01% 130,141
+1,441
+1%
+$3.11K
$281K﹤0.01%
+7,435
 New
+$281K
$281K﹤0.01% 20,997
-970
-4%
-$13K
$280K﹤0.01% 17,872
-453
-2%
-$7.11K
$280K﹤0.01% 18,239
-200
-1%
-$3.07K
$280K﹤0.01% 12,477––
$279K﹤0.01%
+9,663
 New
+$279K
$279K﹤0.01% 10,214
+742
+8%
+$20.3K
$279K﹤0.01% 8,902
-18,363
-67%
-$575K
$279K﹤0.01% 11,779
-661
-5%
-$15.6K
$278K﹤0.01% 16,163
-195
-1%
-$3.36K
$278K﹤0.01% 9,001
+941
+12%
+$29.1K
$278K﹤0.01% 2,535
+2
+0.1%
+$220
$278K﹤0.01% 5,474
-670
-11%
-$34K
$278K﹤0.01% 1,184
-899
-43%
-$211K
$278K﹤0.01% 24,067
-2,156
-8%
-$24.9K
$277K﹤0.01% 1,629
+440
+37%
+$74.9K
$277K﹤0.01% 20,210
+2,747
+16%
+$37.7K
$277K﹤0.01% 16,145
-3,801
-19%
-$65.3K
$277K﹤0.01% 4,617
-53,621
-92%
-$3.22M
$275K﹤0.01% 7,944––
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