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
$26.5M0.03% 131,591
+3,594
+3%
+$725K
$26.5M0.03% 286,445
-16,729
-6%
-$1.55M
$26.5M0.03% 221,674
+17,093
+8%
+$2.04M
$26.4M0.03% 846,132
+274,460
+48%
+$8.57M
$26.1M0.03% 545,951
+42,594
+8%
+$2.04M
$26M0.03% 60,715
+42,013
+225%
+$18M
$25.9M0.03% 298,358
-67,769
-19%
-$5.89M
$25.8M0.03% 231,857
+10,461
+5%
+$1.17M
$25.8M0.03% 78,339
-4,053
-5%
-$1.33M
$25.8M0.03% 686,804
-306,791
-31%
-$11.5M
$25.7M0.03% 1,886,203
-70,641
-4%
-$963K
$25.7M0.03% 592,388
+24,617
+4%
+$1.07M
$25.6M0.03% 674,840
-78,742
-10%
-$2.99M
$25.6M0.03% 953,349
-10,064
-1%
-$270K
$25.5M0.03% 892,268
+2,910
+0.3%
+$83.2K
$25.5M0.03% 192,691
-28,332
-13%
-$3.75M
$25.4M0.03% 91,211
+14,350
+19%
+$3.99M
$25.3M0.03% 824,637
+75,283
+10%
+$2.31M
$25.3M0.03% 193,971
-37,041
-16%
-$4.83M
$25.2M0.03% 89,201
+3,116
+4%
+$882K
$25M0.03% 108,048
-2,048
-2%
-$474K
$25M0.03% 59,599
+4,144
+7%
+$1.74M
$25M0.03% 525,402
-37,182
-7%
-$1.77M
$25M0.03% 83,951
+893
+1%
+$266K
$24.8M0.03% 198,701
+23,950
+14%
+$2.99M
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