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
$275K﹤0.01% 33,739
-54,513
-62%
-$445K
$274K﹤0.01% 11,292
+1,008
+10%
+$24.5K
$274K﹤0.01% 7,842
-1,750
-18%
-$61.1K
$274K﹤0.01% 5,141
+333
+7%
+$17.7K
$273K﹤0.01%
+3,323
 New
+$273K
$273K﹤0.01% 292,698
-127,666
-30%
-$119K
$273K﹤0.01% 7,759––
$272K﹤0.01% 26,893
+3,216
+14%
+$32.6K
$272K﹤0.01% 19,922
-125
-0.6%
-$1.71K
$272K﹤0.01% 11,696
+2,271
+24%
+$52.7K
$271K﹤0.01% 6,081
-68
-1%
-$3.03K
$271K﹤0.01%
+3,227
 New
+$271K
$270K﹤0.01% 37,962
+21
+0.1%
+$149
$269K﹤0.01%
+20,690
 New
+$269K
$269K﹤0.01% 1,771
-72
-4%
-$10.9K
$267K﹤0.01% 29,515
+1,100
+4%
+$9.97K
$267K﹤0.01% 4,755––
$265K﹤0.01% 16,345
+2,370
+17%
+$38.5K
$265K﹤0.01% 28,615
-3,155
-10%
-$29.2K
$265K﹤0.01% 22,797
-39,749
-64%
-$462K
$265K﹤0.01% 12,328
-31,934
-72%
-$687K
$265K﹤0.01%
+36,221
 New
+$265K
$263K﹤0.01% 11,058
-4,057
-27%
-$96.4K
$262K﹤0.01% 18,079
+502
+3%
+$7.27K
$262K﹤0.01% 7,495
-139
-2%
-$4.85K
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