Stifel Financial Portfolio holdings
AUM $94.1B
AUM
$94.1B
AUM Growth
-$1.93B (-2%)
Cap. Flow
+$520M
Cap. Flow % of AUM
0.55%
Top 10 Holdings %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
| 1 | Technology | 18.54% |
| 2 | Financials | 9.84% |
| 3 | Industrials | 9.63% |
| 4 | Healthcare | 8.92% |
| 5 | Consumer Staples | 7.48% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.93M | 0% | 28,081 -7,540 | -21% | -$519K | |||
| $1.93M | 0% | 34,829 +1,920 | +6% | +$107K | |||
| $1.93M | 0% | 42,831 -55,298 | -56% | -$2.49M | |||
| $1.93M | 0% | 193,768 +20,827 | +12% | +$207K | |||
| $1.92M | 0% | 102,931 +5,076 | +5% | +$94.9K | |||
| $1.92M | 0% | 94,667 +11,798 | +14% | +$240K | |||
| $1.92M | 0% | 39,867 +57 | +0.1% | +$2.75K | |||
| $1.92M | 0% | 49,106 +695 | +1% | +$27.2K | |||
| $1.92M | 0% | 64,868 -2,571 | -4% | -$76.1K | |||
| $1.92M | 0% | 9,535 +695 | +8% | +$140K | |||
| $1.92M | 0% | 65,484 +13,248 | +25% | +$388K | |||
| $1.92M | 0% | 49,648 -17,351 | -26% | -$670K | |||
| $1.92M | 0% | 20,142 -110,684 | -85% | -$10.5M | |||
| $1.91M | 0% | 7,073 -2,944 | -29% | -$795K | |||
| $1.91M | 0% | 51,722 +1,611 | +3% | +$59.5K | |||
| $1.9M | 0% | 28,815 -209 | -0.7% | -$13.8K | |||
| $1.9M | 0% | 47,393 -1,798 | -4% | -$72.2K | |||
| $1.9M | 0% | 19,870 -7,722 | -28% | -$739K | |||
| $1.9M | 0% | 36,501 -8,086 | -18% | -$421K | |||
| $1.9M | 0% | 49,798 +7,071 | +17% | +$270K | |||
| $1.9M | 0% | 86,198 +10,002 | +13% | +$220K | |||
| $1.89M | 0% | 47,646 +1,511 | +3% | +$60.1K | |||
| $1.89M | 0% | 52,028 +1,628 | +3% | +$59.2K | |||
| $1.89M | 0% | 18,763 +6,937 | +59% | +$698K | |||
| $1.89M | 0% | 12,710 +749 | +6% | +$111K |
