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
$6.78M0.01% 723,195
-123,706
-15%
-$1.16M
$6.74M0.01% 158,127
+11,522
+8%
+$491K
$6.71M0.01% 215,220
-21,482
-9%
-$670K
$6.7M0.01% 358,232
+24,630
+7%
+$461K
$6.68M0.01% 55,265
-835
-1%
-$101K
$6.67M0.01% 68,199
+2,153
+3%
+$211K
$6.67M0.01% 83,165
+21,156
+34%
+$1.7M
$6.66M0.01% 67,512
+392
+0.6%
+$38.7K
$6.66M0.01% 114,962
-10,049
-8%
-$582K
$6.65M0.01% 203,922
+45,911
+29%
+$1.5M
$6.62M0.01% 316,147
-29,459
-9%
-$617K
$6.62M0.01% 30,474
+1,201
+4%
+$261K
$6.62M0.01% 141,558
+3,618
+3%
+$169K
$6.61M0.01% 389,547
-117,900
-23%
-$2M
$6.61M0.01% 19,605
-20,430
-51%
-$6.88M
$6.6M0.01% 426,982
-15,085
-3%
-$233K
$6.59M0.01% 79,852
+1,453
+2%
+$120K
$6.57M0.01% 133,627
+52,007
+64%
+$2.56M
$6.56M0.01% 324,460
+27,892
+9%
+$564K
$6.56M0.01% 55,700
+8,738
+19%
+$1.03M
$6.55M0.01% 285,490
+97,554
+52%
+$2.24M
$6.54M0.01% 18,007
-134
-0.7%
-$48.7K
$6.52M0.01% 100,160
-3,455
-3%
-$225K
$6.51M0.01% 57,844
+2,854
+5%
+$321K
$6.47M0.01% 94,760
-3,148
-3%
-$215K
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