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
$9.67M0.01% 151,588
-16,374
-10%
-$1.04M
$9.66M0.01% 189,729
+16,921
+10%
+$861K
$9.65M0.01% 72,985
-1,002
-1%
-$133K
$9.64M0.01% 281,542
-16,245
-5%
-$556K
$9.61M0.01% 267,682
+31,979
+14%
+$1.15M
$9.6M0.01% 100,723
+5,418
+6%
+$516K
$9.59M0.01% 233,736
+140,005
+149%
+$5.74M
$9.58M0.01% 1,113,594
+17,531
+2%
+$151K
$9.57M0.01% 1,098,907
-189,719
-15%
-$1.65M
$9.55M0.01% 52,672
-3,713
-7%
-$673K
$9.49M0.01% 193,428
+1,659
+0.9%
+$81.4K
$9.49M0.01% 256,423
-2,353
-0.9%
-$87K
$9.48M0.01% 355,267
-224,221
-39%
-$5.98M
$9.47M0.01% 42,305
+951
+2%
+$213K
$9.47M0.01% 29,416
-16,409
-36%
-$5.28M
$9.45M0.01% 7,130
-364
-5%
-$482K
$9.35M0.01% 90,623
-4,145
-4%
-$428K
$9.32M0.01% 213,857
+18,429
+9%
+$803K
$9.29M0.01% 150,494
-9,261
-6%
-$572K
$9.29M0.01% 162,356
+67,531
+71%
+$3.86M
$9.27M0.01% 362,746
+13,798
+4%
+$353K
$9.25M0.01% 134,407
+82,281
+158%
+$5.66M
$9.24M0.01% 732,762
+47,479
+7%
+$599K
$9.2M0.01% 478,896
+58,617
+14%
+$1.13M
$9.14M0.01% 343,695
-64,426
-16%
-$1.71M
1 3334353637142