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
$24.8M0.03% 92,915
-1,664
-2%
-$445K
$24.8M0.03% 767,276
+37,288
+5%
+$1.2M
$24.7M0.03% 637,943
+19,730
+3%
+$764K
$24.6M0.03% 737,631
-185,492
-20%
-$6.2M
$24.5M0.03% 805,294
-335,217
-29%
-$10.2M
$24.5M0.03% 173,113
-260,716
-60%
-$36.8M
$24.4M0.03% 49,052
-1,204
-2%
-$599K
$24.4M0.03% 959,627
-127,666
-12%
-$3.24M
$24.2M0.03% 71,733
+5,964
+9%
+$2.02M
$24.2M0.03% 38,124
+38
+0.1%
+$24.1K
$24M0.03% 165,016
-14,662
-8%
-$2.14M
$23.9M0.03% 171,275
+56,729
+50%
+$7.91M
$23.8M0.03% 12,933
-3,472
-21%
-$6.4M
$23.8M0.03% 278,562
-5,023
-2%
-$429K
$23.7M0.03% 320,983
+58,827
+22%
+$4.34M
$23.5M0.03% 276,700
+13,915
+5%
+$1.18M
$23.5M0.02% 296,234
+20,729
+8%
+$1.64M
$23.3M0.02% 136,756
-1,178
-0.9%
-$201K
$23.2M0.02% 242,512
+11,317
+5%
+$1.08M
$23.1M0.02% 167,995
+10,433
+7%
+$1.44M
$23M0.02% 115,905
+3,240
+3%
+$643K
$22.9M0.02% 47,820
+1,819
+4%
+$870K
$22.6M0.02% 128,856
+14,640
+13%
+$2.57M
$22.6M0.02% 586,977
+1,484
+0.3%
+$57K
$22.5M0.02% 181,583
+3,255
+2%
+$404K
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