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
$22.5M0.02% 461,158
+201,151
+77%
+$9.82M
$22.4M0.02% 762,314
-73,489
-9%
-$2.16M
$22.2M0.02% 458,906
-94,052
-17%
-$4.55M
$22.2M0.02% 1,196,726
+130,899
+12%
+$2.43M
$21.9M0.02% 950,709
+929
+0.1%
+$21.4K
$21.8M0.02% 213,708
-10,801
-5%
-$1.1M
$21.7M0.02% 315,105
+13,658
+5%
+$942K
$21.7M0.02% 406,688
-45,978
-10%
-$2.45M
$21.6M0.02% 147,229
-8,087
-5%
-$1.19M
$21.5M0.02% 428,945
+108,730
+34%
+$5.45M
$21.4M0.02% 390,234
+8,948
+2%
+$490K
$21.3M0.02% 126,000
-85
-0.1%
-$14.4K
$21.2M0.02% 89,099
+8,590
+11%
+$2.05M
$21.2M0.02% 386,071
+23,586
+7%
+$1.29M
$21.1M0.02% 250,997
+1,768
+0.7%
+$148K
$20.8M0.02% 183,921
+54,786
+42%
+$6.2M
$20.8M0.02% 710,204
+44,727
+7%
+$1.31M
$20.8M0.02% 505,124
+1,134
+0.2%
+$46.6K
$20.6M0.02% 222,492
+1,203
+0.5%
+$112K
$20.6M0.02% 313,359
-3,210
-1%
-$211K
$20.6M0.02% 77,544
-1,022
-1%
-$271K
$20.5M0.02% 179,738
-7,481
-4%
-$854K
$20.5M0.02% 172,700
+25,267
+17%
+$2.99M
$20.4M0.02% 321,250
-41,777
-12%
-$2.65M
$20.4M0.02% 338,870
+8,491
+3%
+$510K
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