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
$18M0.02% 149,694
+5,468
+4%
+$658K
$18M0.02% 999,830
+99,593
+11%
+$1.79M
$18M0.02% 104,402
+2,126
+2%
+$366K
$17.9M0.02% 355,147
+8,439
+2%
+$426K
$17.9M0.02% 575,874
-33,604
-6%
-$1.04M
$17.9M0.02% 829,436
+196,845
+31%
+$4.24M
$17.8M0.02% 196,031
+17,062
+10%
+$1.55M
$17.7M0.02% 186,115
+23,031
+14%
+$2.19M
$17.7M0.02% 212,800
+1,285
+0.6%
+$107K
$17.7M0.02% 4,687,075
-291,003
-6%
-$1.1M
$17.7M0.02% 205,172
-64,662
-24%
-$5.56M
$17.6M0.02% 764,916
+43,324
+6%
+$998K
$17.6M0.02% 348,131
-247,293
-42%
-$12.5M
$17.6M0.02% 151,032
-10,250
-6%
-$1.19M
$17.5M0.02% 803,005
+675,460
+530%
+$14.7M
$17.4M0.02% 350,528
+126,410
+56%
+$6.28M
$17.4M0.02% 222,036
+215,830
+3,478%
+$16.9M
$17.4M0.02% 103,813
-129
-0.1%
-$21.6K
$17.3M0.02% 424,647
+41,730
+11%
+$1.7M
$17.2M0.02% 239,052
+25,600
+12%
+$1.84M
$17.1M0.02% 133,938
-5,898
-4%
-$754K
$17.1M0.02% 60,599
-2,038
-3%
-$576K
$17.1M0.02% 435,010
-21,678
-5%
-$853K
$17.1M0.02% 174,746
-33,860
-16%
-$3.32M
$17.1M0.02% 405,910
+19,350
+5%
+$814K
1 2324252627142