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
$12.6M0.01% 885,566
+62,488
+8%
+$890K
$12.6M0.01% 407,615
+234,798
+136%
+$7.26M
$12.6M0.01% 250,666
-161,827
-39%
-$8.13M
$12.6M0.01% 121,582
-259
-0.2%
-$26.8K
$12.5M0.01% 236,475
+82,421
+54%
+$4.37M
$12.5M0.01% 271,869
+3,456
+1%
+$159K
$12.4M0.01% 83,525
-2,283
-3%
-$339K
$12.4M0.01% 599,226
-794,030
-57%
-$16.4M
$12.3M0.01% 324,201
+14,692
+5%
+$559K
$12.3M0.01% 482,346
-9,870
-2%
-$252K
$12.3M0.01% 195,917
-9,651
-5%
-$606K
$12.2M0.01% 246,318
+3,265
+1%
+$162K
$12.2M0.01% 339,860
+144,166
+74%
+$5.18M
$12.1M0.01% 47,241
-13
-0%
-$3.34K
$12.1M0.01% 38,124
-17,347
-31%
-$5.5M
$12M0.01% 275,472
+3,420
+1%
+$149K
$12M0.01% 42,017
-22,266
-35%
-$6.34M
$11.9M0.01% 607,154
-80,322
-12%
-$1.57M
$11.9M0.01% 159,209
-69,472
-30%
-$5.19M
$11.9M0.01% 208,935
-22,817
-10%
-$1.3M
$11.9M0.01% 33,992
-1,121
-3%
-$392K
$11.9M0.01% 44,878
+3,664
+9%
+$970K
$11.9M0.01% 136,253
+1,001
+0.7%
+$87.1K
$11.8M0.01% 163,456
+5,688
+4%
+$412K
$11.8M0.01% 232,569
+50,827
+28%
+$2.59M
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