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
$39.7M0.04% 397,455
-226,798
-36%
-$22.7M
$39.5M0.04% 188,800
-41,892
-18%
-$8.77M
$39.4M0.04% 255,091
-7,823
-3%
-$1.21M
$39M0.04% 192,693
+2,088
+1%
+$422K
$38.3M0.04% 521,932
+9,457
+2%
+$695K
$38.2M0.04% 542,739
+122,104
+29%
+$8.6M
$37.8M0.04% 182,758
-10,759
-6%
-$2.23M
$37.6M0.04% 77,568
-532
-0.7%
-$258K
$37.4M0.04% 336,767
+7,241
+2%
+$804K
$37.2M0.04% 2,114,124
+27,793
+1%
+$489K
$36.8M0.04% 527,686
-12,123
-2%
-$846K
$36.8M0.04% 761,675
+64,956
+9%
+$3.14M
$36.3M0.04% 577,439
-18,461
-3%
-$1.16M
$36.3M0.04% 692,870
+152,097
+28%
+$7.97M
$36.2M0.04% 133,690
+75,599
+130%
+$20.5M
$36.2M0.04% 65,831
-1,493
-2%
-$821K
$36.2M0.04% 481,934
-25,216
-5%
-$1.89M
$35.9M0.04% 603,382
+75,924
+14%
+$4.52M
$35.6M0.04% 327,947
+8,538
+3%
+$928K
$35.1M0.04% 807,900
+102,256
+14%
+$4.44M
$34.9M0.04% 1,472,646
+13,200
+0.9%
+$313K
$34.7M0.04% 61,909
+1,002
+2%
+$562K
$34.7M0.04% 137,891
+3,401
+3%
+$856K
$34.7M0.04% 1,416,544
+64,487
+5%
+$1.58M
$34.5M0.04% 303,205
+70,317
+30%
+$8M
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