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
$8.7M0.01% 222,263
-37,151
-14%
-$1.45M
$8.7M0.01% 280,945
+100,950
+56%
+$3.13M
$8.69M0.01% 102,268
-13,496
-12%
-$1.15M
$8.68M0.01% 172,209
+67
+0%
+$3.38K
$8.65M0.01% 168,027
-72,450
-30%
-$3.73M
$8.61M0.01% 123,901
-27,894
-18%
-$1.94M
$8.56M0.01% 228,205
+14,693
+7%
+$551K
$8.54M0.01% 353,450
+174,631
+98%
+$4.22M
$8.54M0.01% 592,742
+57,964
+11%
+$835K
$8.52M0.01% 744,426
+11,009
+2%
+$126K
$8.52M0.01% 26,821
-99
-0.4%
-$31.4K
$8.51M0.01% 129,618
+611
+0.5%
+$40.1K
$8.5M0.01% 99,992
+3,078
+3%
+$262K
$8.5M0.01% 488,958
-8,148
-2%
-$142K
$8.5M0.01% 42,539
+11,610
+38%
+$2.32M
$8.47M0.01% 65,458
+26,916
+70%
+$3.48M
$8.47M0.01% 164,225
+3,395
+2%
+$175K
$8.47M0.01% 232,671
+28,010
+14%
+$1.02M
$8.46M0.01% 56,020
-5,446
-9%
-$822K
$8.44M0.01% 200,795
+2,946
+1%
+$124K
$8.42M0.01%
+80,385
 New
+$8.42M
$8.42M0.01% 64,468
+55,136
+591%
+$7.2M
$8.38M0.01% 129,035
+29,497
+30%
+$1.92M
$8.37M0.01% 95,123
+10,157
+12%
+$894K
$8.36M0.01% 163,287
+1,878
+1%
+$96.1K
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