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
$248K﹤0.01% 2,967
+198
+7%
+$16.6K
$248K﹤0.01% 18,532
-2,075
-10%
-$27.7K
$247K﹤0.01% 14,003
+200
+1%
+$3.53K
$247K﹤0.01%
+15,910
 New
+$247K
$247K﹤0.01% 13,807
+466
+3%
+$8.33K
$246K﹤0.01%
+10,709
 New
+$246K
$246K﹤0.01%
+3,414
 New
+$246K
$246K﹤0.01% 3,747
-1,530
-29%
-$101K
$246K﹤0.01% 15,083
+4,647
+45%
+$75.7K
$246K﹤0.01% 9,005
-4,373
-33%
-$119K
$245K﹤0.01%
+2,522
 New
+$245K
$245K﹤0.01% 41,870
+11,286
+37%
+$65.9K
$244K﹤0.01% 14,360
+3
+0%
+$51
$243K﹤0.01% 3,603
+594
+20%
+$40.1K
$243K﹤0.01% 9,202
-2,161
-19%
-$57K
$241K﹤0.01%
+9,329
 New
+$241K
$241K﹤0.01% 13,238
-33,696
-72%
-$613K
$241K﹤0.01% 5,333
-34
-0.6%
-$1.54K
$241K﹤0.01% 21,215
-5,075
-19%
-$57.6K
$240K﹤0.01% 16,000
+25
+0.2%
+$375
$239K﹤0.01% 2,115
-2,462
-54%
-$278K
$239K﹤0.01% 82,437––
$238K﹤0.01% 10,262
-3,560
-26%
-$82.7K
$238K﹤0.01% 64,836
+14,262
+28%
+$52.3K
$238K﹤0.01% 5,937
+666
+13%
+$26.7K
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