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
$207K﹤0.01% 8,548
-150
-2%
-$3.63K
$207K﹤0.01% 5,661––
$207K﹤0.01%
+3,074
 New
+$207K
$206K﹤0.01%
+46,891
 New
+$206K
$204K﹤0.01% 10,464
-4,518
-30%
-$88.3K
$204K﹤0.01%
+4,426
 New
+$204K
$204K﹤0.01%
+7,863
 New
+$204K
$203K﹤0.01% 3,024
-381
-11%
-$25.6K
$203K﹤0.01% 11,643
-74
-0.6%
-$1.29K
$203K﹤0.01%
+4,018
 New
+$203K
$202K﹤0.01%
+14,290
 New
+$202K
$202K﹤0.01%
+7,488
 New
+$202K
$201K﹤0.01% 100,000––
$200K﹤0.01% 41,066
-1,293
-3%
-$6.28K
$198K﹤0.01% 16,750
-24,100
-59%
-$285K
$197K﹤0.01% 24,956
-18,993
-43%
-$150K
$197K﹤0.01%
+10,795
 New
+$197K
$196K﹤0.01% 19,645
-3,440
-15%
-$34.4K
$196K﹤0.01% 21,322
+861
+4%
+$7.93K
$196K﹤0.01% 18,604
+7
+0%
+$74
$196K﹤0.01% 10,265
+310
+3%
+$5.92K
$196K﹤0.01% 14,642
-738
-5%
-$9.86K
$195K﹤0.01% 15,200
-1,850
-11%
-$23.7K
$192K﹤0.01% 16,423
+135
+0.8%
+$1.58K
$190K﹤0.01%
+10,094
 New
+$190K
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