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
$217K﹤0.01% 3,017
-614
-17%
-$44.1K
$216K﹤0.01% 14,605
-1,891
-11%
-$28K
$216K﹤0.01% 10,991
-4
-0%
-$79
$216K﹤0.01%
+8,513
 New
+$216K
$216K﹤0.01% 13,610
-1,164
-8%
-$18.4K
$215K﹤0.01% 105,572
-53
-0.1%
-$108
$215K﹤0.01% 2,129––
$215K﹤0.01% 74,340
+58,203
+361%
+$168K
$214K﹤0.01%
+10,805
 New
+$214K
$214K﹤0.01% 5,320
+400
+8%
+$16.1K
$213K﹤0.01% 115,999
+25,188
+28%
+$46.3K
$213K﹤0.01% 15,267
-150
-1%
-$2.09K
$213K﹤0.01% 4,921
-155
-3%
-$6.71K
$213K﹤0.01% 14,894
-27,781
-65%
-$396K
$212K﹤0.01%
+16,826
 New
+$212K
$212K﹤0.01% 4,468
+86
+2%
+$4.07K
$211K﹤0.01%
+9,437
 New
+$211K
$211K﹤0.01%
+3,533
 New
+$211K
$210K﹤0.01% 53,537
+2,525
+5%
+$9.92K
$210K﹤0.01%
+9,513
 New
+$210K
$210K﹤0.01% 15,516
-1,550
-9%
-$21K
$209K﹤0.01%
+3,150
 New
+$209K
$209K﹤0.01% 17,963
-4,302
-19%
-$50K
$207K﹤0.01% 23,710
+2,713
+13%
+$23.7K
$207K﹤0.01% 35,566
-9,490
-21%
-$55.1K
1 125126127128129142