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
$11.7M0.01% 214,012
-7,896
-4%
-$433K
$11.7M0.01% 376,051
+152,807
+68%
+$4.77M
$11.7M0.01% 281,825
+85,247
+43%
+$3.55M
$11.7M0.01% 61,587
-6,140
-9%
-$1.17M
$11.7M0.01% 241,326
+4,602
+2%
+$223K
$11.7M0.01% 36,914
-2,905
-7%
-$920K
$11.7M0.01% 294,766
+6,949
+2%
+$275K
$11.6M0.01% 125,691
+19,623
+19%
+$1.82M
$11.6M0.01% 230,629
+11,876
+5%
+$597K
$11.5M0.01% 94,996
-7,282
-7%
-$884K
$11.5M0.01% 1,028,662
+67,488
+7%
+$756K
$11.5M0.01% 718,435
-182,278
-20%
-$2.91M
$11.4M0.01% 97,379
+18,989
+24%
+$2.23M
$11.3M0.01% 391,768
-5,125
-1%
-$148K
$11.3M0.01% 114,575
+14,363
+14%
+$1.42M
$11.2M0.01% 73,581
-3,712
-5%
-$567K
$11.2M0.01% 220,310
+45,553
+26%
+$2.32M
$11.2M0.01% 296,013
-3,301
-1%
-$125K
$11.1M0.01% 74,059
-21,840
-23%
-$3.28M
$11.1M0.01% 64,407
+6,885
+12%
+$1.19M
$11.1M0.01% 142,011
+1,425
+1%
+$111K
$11.1M0.01% 543,846
-18,381
-3%
-$374K
$11M0.01% 822,764
-5,612
-0.7%
-$75.3K
$11M0.01% 133,297
-5,019
-4%
-$415K
$11M0.01% 76,129
-96,538
-56%
-$14M
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