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
$2.2M0%135,755 New
+$2.2M
$2.19M0%46,969 New
+$2.19M
$2.19M0%41,861
-14,486
-26%
-$757K
$2.19M0%90,055
+5,052
+6%
+$123K
$2.18M0%12,720
+1,252
+11%
+$215K
$2.18M0%128,253
+2,528
+2%
+$43K
$2.18M0%82,910
+1,553
+2%
+$40.8K
$2.18M0%115,583
+17,998
+18%
+$339K
$2.18M0%133,372
-23,313
-15%
-$380K
$2.18M0%97,078
+4,822
+5%
+$108K
$2.16M0%57,173
+6,494
+13%
+$246K
$2.16M0%63,572
-84,634
-57%
-$2.88M
$2.16M0%19,647
-18,358
-48%
-$2.02M
$2.15M0%14,032
-8,504
-38%
-$1.3M
$2.15M0%8,154
+493
+6%
+$130K
$2.15M0%53,124
+32,474
+157%
+$1.31M
$2.14M0%28,039
-278,415
-91%
-$21.3M
$2.13M0%92,061
+4,044
+5%
+$93.8K
$2.13M0%108,892
+28,646
+36%
+$561K
$2.13M0%46,779
+22
+0.1%
+$1K
$2.13M0%42,347
+408
+1%
+$20.5K
$2.12M0%43,451
-181
-0.4%
-$8.84K
$2.12M0%56,926
-1,033
-2%
-$38.5K
$2.12M0%52,050
-30
-0.1%
-$1.22K
$2.12M0%38,874
-996
-3%
-$54.3K