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
$225K﹤0.01% 5,181
+2
+0%
+$87
$225K﹤0.01%
+8,693
 New
+$225K
$225K﹤0.01% 23,191
-262
-1%
-$2.54K
$225K﹤0.01% 32,185
-345,036
-91%
-$2.41M
$225K﹤0.01% 2,988––
$224K﹤0.01% 98,454
+78,743
+399%
+$180K
$224K﹤0.01%
+5,058
 New
+$224K
$224K﹤0.01% 11,136
+146
+1%
+$2.93K
$223K﹤0.01% 128,135
-10,656
-8%
-$18.5K
$222K﹤0.01%
+9,070
 New
+$222K
$222K﹤0.01% 11,354
-2,308
-17%
-$45.1K
$221K﹤0.01%
+21,863
 New
+$221K
$221K﹤0.01%
+6,117
 New
+$221K
$220K﹤0.01%
+7,009
 New
+$220K
$220K﹤0.01% 4,733
+38
+0.8%
+$1.77K
$220K﹤0.01% 13,132
+870
+7%
+$14.5K
$219K﹤0.01% 34,949
+10,000
+40%
+$62.6K
$219K﹤0.01% 4,374
-5,220
-54%
-$261K
$219K﹤0.01% 6,059
+14
+0.2%
+$505
$218K﹤0.01% 4,752
+67
+1%
+$3.08K
$218K﹤0.01% 60,000––
$218K﹤0.01% 22,276
+1,202
+6%
+$11.8K
$217K﹤0.01% 19,129
+3,232
+20%
+$36.7K
$217K﹤0.01% 11,060
+1,060
+11%
+$20.8K
$217K﹤0.01% 30,221
+4,994
+20%
+$35.8K
1 124125126127128142