Stifel Financial

Stifel Financial Portfolio holdings

AUM $94.1B
AUM
$94.1B
AUM Growth
-$1.93B
Cap. Flow
+$520M
Cap. Flow %
0.55%
Top 10 Hldgs %
15.8%
Holding
3,589
New
184
Increased
1,700
Reduced
1,433
Closed
141

Sector Composition

1Technology18.54%
2Financials9.84%
3Industrials9.63%
4Healthcare8.92%
5Consumer Staples7.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$23.2K0%11,120
-50
-0.5%
-$105
$23.2K0%13,542
$23.1K0%15,000 New
+$23.1K
$22K0%10,000 New
+$22K
$22K0%23,944
$21.3K0%31,500
$18.1K0%11,354
$17.9K0%75,550
-57
-0.1%
-$13
$17.8K0%28,447
$16.7K0%10,438
-2,923
-22%
-$4.68K
$16.1K0%10,659
+339
+3%
+$512
$15.4K0%15,080
-1,341
-8%
-$1.37K
$14.9K0%13,180 New
+$14.9K
$14K0%20,000
$10.7K0%10,000 New
+$10.7K
$9.94K0%10,000
$9.2K0%22,590
-2,500
-10%
-$1.02K
$8.89K0%11,250
-2,925
-21%
-$2.31K
$7.96K0%24,876
$7.64K0%13,400
$7.19K0%10,840
$6.95K0%22,411
-4,620
-17%
-$1.43K
$6.8K0%15,177
-1,340
-8%
-$601
$5.22K0%26,469
$4.61K0%20,000