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
$16M0.02% 74,393
+562
+0.8%
+$121K
$15.9M0.02% 43,133
-5,228
-11%
-$1.93M
$15.9M0.02% 219,134
-55,713
-20%
-$4.05M
$15.8M0.02% 232,166
+71,134
+44%
+$4.85M
$15.8M0.02% 242,250
-6,661
-3%
-$435K
$15.8M0.02% 257,497
-12,415
-5%
-$763K
$15.8M0.02% 123,832
-9,709
-7%
-$1.24M
$15.8M0.02% 70,647
-861
-1%
-$193K
$15.8M0.02% 194,875
-11,863
-6%
-$962K
$15.6M0.02% 315,098
+2,459
+0.8%
+$122K
$15.6M0.02% 188,059
+18,795
+11%
+$1.56M
$15.6M0.02% 324,356
+124,070
+62%
+$5.96M
$15.5M0.02% 665,092
+761
+0.1%
+$17.8K
$15.5M0.02% 204,296
-4,666
-2%
-$354K
$15.5M0.02% 690,898
+52,105
+8%
+$1.17M
$15.4M0.02% 303,861
+52,071
+21%
+$2.64M
$15.4M0.02% 218,647
+6,836
+3%
+$481K
$15.4M0.02% 241,875
-110
-0.1%
-$6.99K
$15.3M0.02% 426,837
+75,448
+21%
+$2.7M
$15.3M0.02% 336,092
+11,602
+4%
+$528K
$15.3M0.02% 73,411
-6,184
-8%
-$1.28M
$15.1M0.02% 719,409
+153,189
+27%
+$3.22M
$15M0.02% 382,161
+12,916
+4%
+$506K
$15M0.02% 1,062,393
+32,538
+3%
+$459K
$15M0.02% 303,437
+11,794
+4%
+$582K
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