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
$14.4M0.02% 581,122
+121,442
+26%
+$3.01M
$14.3M0.02%
+681,344
 New
+$14.3M
$14.3M0.02% 112,403
-2,631
-2%
-$334K
$14.2M0.02% 88,113
-6,060
-6%
-$979K
$14.2M0.02% 391,557
+268,144
+217%
+$9.73M
$14.2M0.02% 101,056
-54,238
-35%
-$7.6M
$14.1M0.01% 941,816
-18,666
-2%
-$280K
$14.1M0.01% 332,330
+10,764
+3%
+$458K
$14.1M0.01% 33,548
+6,825
+26%
+$2.87M
$14M0.01% 640,957
-37,478
-6%
-$819K
$13.9M0.01% 468,755
+9,474
+2%
+$282K
$13.9M0.01% 233,205
+185,980
+394%
+$11.1M
$13.9M0.01% 294,426
-39,336
-12%
-$1.86M
$13.9M0.01% 109,212
-9,128
-8%
-$1.16M
$13.9M0.01% 1,080,672
+78,424
+8%
+$1.01M
$13.8M0.01% 570,375
+225,491
+65%
+$5.47M
$13.8M0.01% 1,836,979
-6,007
-0.3%
-$45.1K
$13.7M0.01% 520,940
+433,143
+493%
+$11.4M
$13.7M0.01% 403,582
+53,674
+15%
+$1.82M
$13.6M0.01% 214,168
+36,553
+21%
+$2.32M
$13.6M0.01% 122,822
+6,307
+5%
+$697K
$13.6M0.01% 84,575
-9,505
-10%
-$1.52M
$13.5M0.01% 1,117,042
+16,966
+2%
+$206K
$13.5M0.01% 71,758
-7,732
-10%
-$1.46M
$13.5M0.01% 462,908
+8,758
+2%
+$256K
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