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
$237K﹤0.01% 2,687
+374
+16%
+$33K
$236K﹤0.01% 5,530
-598
-10%
-$25.6K
$236K﹤0.01%
+8,000
 New
+$236K
$236K﹤0.01% 3,567
+7
+0.2%
+$463
$235K﹤0.01% 150,530
-4,906
-3%
-$7.65K
$234K﹤0.01% 4,691
-45
-1%
-$2.25K
$233K﹤0.01%
+9,490
 New
+$233K
$232K﹤0.01% 21,167
-389
-2%
-$4.27K
$232K﹤0.01%
+9,782
 New
+$232K
$231K﹤0.01% 29,819
-5,906
-17%
-$45.8K
$230K﹤0.01% 5,750
-257
-4%
-$10.3K
$229K﹤0.01% 15,525
-900
-5%
-$13.3K
$229K﹤0.01%
+8,164
 New
+$229K
$229K﹤0.01% 2,600
-250
-9%
-$22K
$229K﹤0.01% 6,525
-25
-0.4%
-$876
$228K﹤0.01%
+1,624
 New
+$228K
$227K﹤0.01% 12,416
-1,879
-13%
-$34.3K
$227K﹤0.01% 3,368
-39,813
-92%
-$2.68M
$227K﹤0.01% 42,458
-10,754
-20%
-$57.4K
$226K﹤0.01%
+4,954
 New
+$226K
$226K﹤0.01% 10,613
-94
-0.9%
-$2K
$226K﹤0.01% 27,589
-38,853
-58%
-$318K
$226K﹤0.01% 1,381
-10,137
-88%
-$1.66M
$226K﹤0.01% 8,269
-115
-1%
-$3.14K
$225K﹤0.01% 3,343
-66
-2%
-$4.45K
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