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
$8.36M0.01% 117,071
+5,195
+5%
+$371K
$8.34M0.01% 333,071
+311,267
+1,428%
+$7.8M
$8.32M0.01% 45,158
+5,748
+15%
+$1.06M
$8.28M0.01% 189,982
+7,563
+4%
+$330K
$8.28M0.01% 4,428
-79
-2%
-$148K
$8.26M0.01% 424,921
+11,170
+3%
+$217K
$8.22M0.01% 140,920
-52,502
-27%
-$3.06M
$8.21M0.01% 74,582
-419
-0.6%
-$46.1K
$8.2M0.01% 105,691
-2,999
-3%
-$233K
$8.2M0.01% 72,059
+6,064
+9%
+$690K
$8.2M0.01% 73,667
-8,282
-10%
-$922K
$8.2M0.01% 57,391
-10,465
-15%
-$1.49M
$8.17M0.01% 263,640
-3,014
-1%
-$93.4K
$8.16M0.01% 126,739
+2,261
+2%
+$145K
$8.14M0.01% 101,216
+3,168
+3%
+$255K
$8.13M0.01% 212,186
+105
+0.1%
+$4.02K
$8.11M0.01% 197,719
+23,124
+13%
+$949K
$8.11M0.01% 112,307
-63,903
-36%
-$4.62M
$8.11M0.01% 4,374
+4
+0.1%
+$7.42K
$8.11M0.01% 927,187
+15,615
+2%
+$137K
$8.1M0.01% 130,155
-3,055
-2%
-$190K
$8.1M0.01% 569,796
+99,410
+21%
+$1.41M
$8.1M0.01% 50,372
+85
+0.2%
+$13.7K
$8.08M0.01% 107,666
+7,107
+7%
+$534K
$8.07M0.01% 235,928
+31,570
+15%
+$1.08M
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