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
$260K﹤0.01%
+9,811
 New
+$260K
$260K﹤0.01% 101,295
-16,648
-14%
-$42.8K
$260K﹤0.01% 5,700
-500
-8%
-$22.8K
$260K﹤0.01% 28,124
+11,604
+70%
+$107K
$260K﹤0.01% 16,211
+1,520
+10%
+$24.4K
$260K﹤0.01% 3,436
-4,919
-59%
-$372K
$259K﹤0.01% 3,484
+161
+5%
+$12K
$259K﹤0.01% 21,883––
$259K﹤0.01% 12,701
-2,401
-16%
-$48.9K
$259K﹤0.01% 26,956
+3,688
+16%
+$35.4K
$256K﹤0.01% 28,503
+497
+2%
+$4.46K
$255K﹤0.01% 13,933
-17,364
-55%
-$318K
$255K﹤0.01% 121,590
-26,932
-18%
-$56.6K
$254K﹤0.01% 15,898
-3,078
-16%
-$49.2K
$254K﹤0.01%
+22,978
 New
+$254K
$254K﹤0.01% 6,571
+400
+6%
+$15.5K
$254K﹤0.01% 4,410
-353
-7%
-$20.3K
$252K﹤0.01% 18,717
+1,728
+10%
+$23.3K
$252K﹤0.01%
+12,000
 New
+$252K
$252K﹤0.01% 2,918
-465
-14%
-$40.1K
$251K﹤0.01% 41,661
+2,068
+5%
+$12.5K
$251K﹤0.01%
+10,446
 New
+$251K
$251K﹤0.01% 5,072
-363
-7%
-$18K
$250K﹤0.01% 3,177
+243
+8%
+$19.1K
$249K﹤0.01%
+4,729
 New
+$249K
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