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
$10.4M0.01% 207,140
+36,253
+21%
+$1.82M
$10.4M0.01% 154,549
-31,270
-17%
-$2.1M
$10.4M0.01% 93,950
+42,965
+84%
+$4.73M
$10.3M0.01% 319,554
+36,282
+13%
+$1.17M
$10.3M0.01% 93,927
-11,118
-11%
-$1.22M
$10.2M0.01% 19,466
-990
-5%
-$521K
$10.2M0.01% 323,138
-75,048
-19%
-$2.37M
$10.2M0.01% 58,664
+10,226
+21%
+$1.77M
$10.2M0.01% 230,211
+22,184
+11%
+$981K
$10.1M0.01% 92,987
+6,778
+8%
+$739K
$10M0.01% 135,836
+29,523
+28%
+$2.18M
$10M0.01% 166,320
+4,191
+3%
+$252K
$9.98M0.01% 151,136
+22,198
+17%
+$1.47M
$9.97M0.01% 200,943
+24,330
+14%
+$1.21M
$9.94M0.01% 122,627
-67
-0.1%
-$5.43K
$9.85M0.01% 261,389
+9,846
+4%
+$371K
$9.84M0.01% 54,648
-7,991
-13%
-$1.44M
$9.81M0.01% 75,811
+402
+0.5%
+$52K
$9.79M0.01% 233,706
+47,366
+25%
+$1.98M
$9.77M0.01% 87,359
-69,310
-44%
-$7.75M
$9.73M0.01% 172,319
+2,678
+2%
+$151K
$9.7M0.01% 205,326
+60,400
+42%
+$2.85M
$9.7M0.01% 112,799
-4,729
-4%
-$407K
$9.69M0.01% 176,938
-7,801
-4%
-$427K
$9.68M0.01% 118,456
+2,751
+2%
+$225K
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