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 | |
|---|---|---|---|---|---|---|---|
| $1.58M | 0% | 32,548 +22,899 | +237% | +$1.11M | |||
| $1.58M | 0% | 188,311 -990 | -0.5% | -$8.31K | |||
| $1.58M | 0% | 16,127 +626 | +4% | +$61.3K | |||
| $1.58M | 0% | 72,873 -44,153 | -38% | -$955K | |||
| $1.58M | 0% | 25,702 -4,005 | -13% | -$246K | |||
| $1.57M | 0% | 12,473 -2,119 | -15% | -$267K | |||
| $1.57M | 0% | 144,626 -12,176 | -8% | -$132K | |||
| $1.57M | 0% | 29,886 +3,591 | +14% | +$188K | |||
| $1.57M | 0% | 21,605 +2,598 | +14% | +$188K | |||
| $1.57M | 0% | 77,229 +4,589 | +6% | +$93.1K | |||
| $1.57M | 0% | 6,323 +3,704 | +141% | +$917K | |||
| $1.56M | 0% | 72,197 +42,028 | +139% | +$909K | |||
| $1.56M | 0% | 28,492 +1,922 | +7% | +$105K | |||
| $1.56M | 0% | 38,543 -2,443 | -6% | -$98.7K | |||
| $1.56M | 0% | 21,110 +7,200 | +52% | +$531K | |||
| $1.56M | 0% | 127,107 -3,758 | -3% | -$46K | |||
| $1.56M | 0% | 31,794 +830 | +3% | +$40.6K | |||
| $1.56M | 0% | 10,433 -2,416 | -19% | -$360K | |||
| $1.55M | 0% | 25,674 -666 | -3% | -$40.3K | |||
| $1.55M | 0% | 62,427 | New | +$1.55M | |||
| $1.55M | 0% | 14,700 +582 | +4% | +$61.5K | |||
| $1.55M | 0% | 60,160 | New | +$1.55M | |||
| $1.55M | 0% | 72,782 -1,994 | -3% | -$42.4K | |||
| $1.54M | 0% | 37,786 +2,188 | +6% | +$89.1K | |||
| $1.54M | 0% | 55,893 -39,087 | -41% | -$1.08M |
