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
$17M0.02% 898,082
+226,024
+34%
+$4.28M
$17M0.02% 339,958
+5,306
+2%
+$265K
$17M0.02% 598,733
+35,171
+6%
+$996K
$16.9M0.02% 122,748
-22,986
-16%
-$3.17M
$16.9M0.02% 369,895
-67,217
-15%
-$3.07M
$16.8M0.02% 231,997
+8,140
+4%
+$590K
$16.7M0.02% 191,271
-6,750
-3%
-$590K
$16.6M0.02% 26,996
-149
-0.6%
-$91.7K
$16.6M0.02% 203,777
-22,024
-10%
-$1.79M
$16.6M0.02% 131,677
+6,918
+6%
+$872K
$16.6M0.02% 402,565
+2,504
+0.6%
+$103K
$16.5M0.02% 113,107
+55,685
+97%
+$8.14M
$16.5M0.02% 501,041
-10,253
-2%
-$338K
$16.5M0.02% 72,762
-8,679
-11%
-$1.97M
$16.5M0.02% 537,535
-51,967
-9%
-$1.59M
$16.4M0.02% 123,218
-6,537
-5%
-$868K
$16.3M0.02% 835,939
+54,331
+7%
+$1.06M
$16.3M0.02% 185,548
-37,323
-17%
-$3.28M
$16.3M0.02% 491,709
-2,883
-0.6%
-$95.5K
$16.3M0.02% 28,754
+120
+0.4%
+$68K
$16.3M0.02% 124,727
-1,743
-1%
-$227K
$16.3M0.02% 500,071
+76,256
+18%
+$2.48M
$16.2M0.02% 756,774
+47,514
+7%
+$1.01M
$16.1M0.02% 192,580
+15,039
+8%
+$1.26M
$16M0.02% 136,146
+7,086
+5%
+$833K
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