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
$11M0.01% 95,157
-11,499
-11%
-$1.33M
$11M0.01% 143,341
-51,466
-26%
-$3.94M
$11M0.01% 62,405
-2,641
-4%
-$464K
$11M0.01% 183,342
+16,679
+10%
+$997K
$10.9M0.01% 118,507
+10,567
+10%
+$976K
$10.9M0.01% 610,211
+34,619
+6%
+$621K
$10.9M0.01% 156,790
+28,271
+22%
+$1.97M
$10.9M0.01% 311,859
-13,200
-4%
-$461K
$10.9M0.01% 77,071
-30,460
-28%
-$4.29M
$10.8M0.01% 471,133
+39,818
+9%
+$913K
$10.8M0.01% 502,220
-1,576
-0.3%
-$33.8K
$10.7M0.01% 1,318,690
+131,031
+11%
+$1.07M
$10.7M0.01% 261,956
-7,194
-3%
-$295K
$10.7M0.01% 197,225
+30,374
+18%
+$1.65M
$10.7M0.01% 208,872
+29,113
+16%
+$1.49M
$10.6M0.01% 29,049
+1,883
+7%
+$690K
$10.6M0.01% 256,947
-142,189
-36%
-$5.88M
$10.6M0.01% 1,053,713
-154,967
-13%
-$1.55M
$10.6M0.01% 308,474
+4,022
+1%
+$138K
$10.5M0.01% 105,790
-47,617
-31%
-$4.72M
$10.5M0.01% 107,437
-19,422
-15%
-$1.89M
$10.4M0.01% 92,026
-4,006
-4%
-$453K
$10.4M0.01% 264,346
+3,798
+1%
+$149K
$10.4M0.01% 257,373
+69,529
+37%
+$2.81M
$10.4M0.01% 115,444
+1,279
+1%
+$115K
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