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
$6.47M0.01% 255,061
-288,609
-53%
-$7.32M
$6.47M0.01% 287,972
-23,781
-8%
-$534K
$6.43M0.01% 424,427
+10,490
+3%
+$159K
$6.43M0.01% 21,093
-1,991
-9%
-$607K
$6.43M0.01% 539,093
+133,889
+33%
+$1.6M
$6.42M0.01% 79,947
+23,726
+42%
+$1.91M
$6.39M0.01% 119,780
+14,246
+14%
+$759K
$6.36M0.01% 427,343
+21,815
+5%
+$325K
$6.36M0.01% 105,194
-2,028
-2%
-$123K
$6.34M0.01% 112,923
-19,423
-15%
-$1.09M
$6.32M0.01%
+84,349
 New
+$6.32M
$6.29M0.01% 97,344
+47,896
+97%
+$3.09M
$6.26M0.01% 51,249
-1,660
-3%
-$203K
$6.22M0.01% 65,208
+6,992
+12%
+$667K
$6.22M0.01% 371,263
+23,560
+7%
+$395K
$6.22M0.01% 535,031
-57,733
-10%
-$671K
$6.2M0.01% 57,900
-68,863
-54%
-$7.37M
$6.18M0.01% 208,549
+18,111
+10%
+$537K
$6.17M0.01% 358,857
+123,952
+53%
+$2.13M
$6.16M0.01% 123,108
+16,439
+15%
+$822K
$6.16M0.01% 76,940
-70,122
-48%
-$5.61M
$6.14M0.01% 101,978
-4,278
-4%
-$257K
$6.13M0.01% 115,748
+1,374
+1%
+$72.7K
$6.12M0.01% 113,181
+74,459
+192%
+$4.02M
$6.11M0.01% 41,125
+1,339
+3%
+$199K
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