Stifel Financial

Stifel Financial Portfolio holdings

AUM $94.1B
AUM
$94.1B
AUM Growth
-$1.93B
Cap. Flow
+$520M
Cap. Flow %
0.55%
Top 10 Hldgs %
15.8%
Holding
3,589
New
184
Increased
1,700
Reduced
1,433
Closed
141

Sector Composition

1Technology18.54%
2Financials9.84%
3Industrials9.63%
4Healthcare8.92%
5Consumer Staples7.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$4.23M0%110,214
+20,478
+23%
+$787K
$4.23M0%219,899
+76,545
+53%
+$1.47M
$4.23M0%109,256
+13,748
+14%
+$532K
$4.22M0%22,495
+2,294
+11%
+$430K
$4.22M0%143,692
+30,615
+27%
+$899K
$4.21M0%98,632
+3,319
+3%
+$142K
$4.21M0%95,196
+1,032
+1%
+$45.6K
$4.21M0%68,626
-23,749
-26%
-$1.46M
$4.18M0%79,765
+9,881
+14%
+$518K
$4.18M0%106,290
-10,346
-9%
-$406K
$4.16M0%98,336
+10,106
+11%
+$428K
$4.16M0%42,894
-10,627
-20%
-$1.03M
$4.15M0%319,990 New
+$4.15M
$4.15M0%208,872
-13,459
-6%
-$267K
$4.15M0%174,115
+108,180
+164%
+$2.58M
$4.15M0%45,974
+720
+2%
+$65K
$4.15M0%289,560
-9,335
-3%
-$134K
$4.15M0%163,356
-23,713
-13%
-$602K
$4.14M0%160,464
+276
+0.2%
+$7.13K
$4.14M0%87,038
+19,783
+29%
+$941K
$4.14M0%95,508
-199
-0.2%
-$8.62K
$4.13M0%413,533
+50,162
+14%
+$501K
$4.13M0%40,290
-1,768
-4%
-$181K
$4.11M0%74,185
+29,774
+67%
+$1.65M
$4.11M0%375,592
+33,632
+10%
+$368K