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
$189K﹤0.01% 36,230
+3,274
+10%
+$17.1K
$186K﹤0.01%
+12,859
 New
+$186K
$186K﹤0.01% 37,994
-3,306
-8%
-$16.2K
$185K﹤0.01% 203,578
-7,783
-4%
-$7.09K
$184K﹤0.01% 16,775––
$183K﹤0.01% 36,500
+23,397
+179%
+$117K
$182K﹤0.01% 10,957
+933
+9%
+$15.5K
$181K﹤0.01%
+11,500
 New
+$181K
$181K﹤0.01% 48,720
-480
-1%
-$1.78K
$178K﹤0.01%
+10,400
 New
+$178K
$176K﹤0.01% 12,459
-3,523
-22%
-$49.8K
$176K﹤0.01% 11,561
+1,094
+10%
+$16.6K
$173K﹤0.01% 13,946
+283
+2%
+$3.51K
$172K﹤0.01%
+10,356
 New
+$172K
$171K﹤0.01% 31,857
+3,184
+11%
+$17.1K
$170K﹤0.01% 31,175
+615
+2%
+$3.35K
$168K﹤0.01% 13,371
-388
-3%
-$4.88K
$167K﹤0.01% 12,279
-19,490
-61%
-$265K
$163K﹤0.01% 15,193
-1,576
-9%
-$16.9K
$161K﹤0.01% 15,505––
$161K﹤0.01% 116,452
+6,752
+6%
+$9.32K
$160K﹤0.01% 14,914
+94
+0.6%
+$1.01K
$160K﹤0.01% 15,208
-98
-0.6%
-$1.03K
$160K﹤0.01% 40,417
-3,883
-9%
-$15.3K
$158K﹤0.01%
+10,358
 New
+$158K
1 127128129130131142