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
$20.3M0.02% 89,134
-10,779
-11%
-$2.45M
$20.2M0.02% 207,891
+3,748
+2%
+$365K
$20.2M0.02% 1,962,820
-70,478
-3%
-$725K
$20.2M0.02% 47,182
-7,385
-14%
-$3.16M
$20.1M0.02% 166,081
-59,272
-26%
-$7.18M
$20.1M0.02% 58,112
+1,979
+4%
+$684K
$20.1M0.02% 199,254
-4,502
-2%
-$453K
$20M0.02% 834,928
+32,150
+4%
+$771K
$19.9M0.02% 315,229
+202,047
+179%
+$12.8M
$19.9M0.02% 390,332
+7,619
+2%
+$389K
$19.8M0.02% 309,359
+239,735
+344%
+$15.4M
$19.8M0.02% 301,839
+57,470
+24%
+$3.77M
$19.8M0.02% 34,061
+644
+2%
+$374K
$19.7M0.02% 77,083
+2,329
+3%
+$595K
$19.7M0.02% 80,839
-943
-1%
-$230K
$19.6M0.02% 781,344
+255,314
+49%
+$6.4M
$19.6M0.02% 65,455
-1,348
-2%
-$404K
$19.4M0.02% 144,011
-2,344
-2%
-$316K
$19.4M0.02% 990,406
+286,883
+41%
+$5.62M
$19.3M0.02% 93,318
-13,175
-12%
-$2.73M
$19.3M0.02% 409,838
+56,007
+16%
+$2.63M
$19.2M0.02% 75,620
-18,066
-19%
-$4.59M
$19.2M0.02% 42,207
-2,539
-6%
-$1.16M
$19.2M0.02% 758,840
+49,166
+7%
+$1.24M
$19M0.02% 225,601
-4,750
-2%
-$401K
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