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
$13.5M0.01% 71,793
-2,790
-4%
-$525K
$13.5M0.01% 196,956
+8,698
+5%
+$596K
$13.4M0.01% 163,105
-4,523
-3%
-$372K
$13.4M0.01% 554,018
+7,143
+1%
+$173K
$13.4M0.01% 90,537
-1,586
-2%
-$234K
$13.4M0.01% 181,486
+11,906
+7%
+$877K
$13.4M0.01% 182,400
+27,887
+18%
+$2.04M
$13.4M0.01% 67,770
-16,620
-20%
-$3.28M
$13.3M0.01% 76,218
-7,440
-9%
-$1.3M
$13.3M0.01% 225,586
-51,224
-19%
-$3.03M
$13.2M0.01% 143,182
-25,506
-15%
-$2.35M
$13.1M0.01% 59,629
+675
+1%
+$149K
$13.1M0.01% 655,981
+351,692
+116%
+$7.02M
$13.1M0.01% 94,563
+3,270
+4%
+$452K
$13.1M0.01% 109,127
-45
-0%
-$5.39K
$13.1M0.01% 186,069
-107,895
-37%
-$7.58M
$13M0.01% 1,181,385
+58,599
+5%
+$644K
$13M0.01% 146,728
+68,050
+86%
+$6.01M
$12.9M0.01% 309,109
+3,108
+1%
+$130K
$12.8M0.01% 85,189
-4,866
-5%
-$732K
$12.8M0.01% 183,626
+1,352
+0.7%
+$94.3K
$12.8M0.01% 1,556,649
-24,556
-2%
-$202K
$12.8M0.01% 520,236
+7,620
+1%
+$187K
$12.7M0.01%
+377,566
 New
+$12.7M
$12.6M0.01% 144,892
+82
+0.1%
+$7.15K
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