Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.3B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,520
New
Increased
Reduced
Closed

Top Buys

1
+$321M
2
+$82.5M
3
+$52.2M
4
KO icon
Coca-Cola
KO
+$44.2M
5
JPM icon
JPMorgan Chase
JPM
+$36.7M

Top Sells

1
+$54.1M
2
+$20.9M
3
+$19.4M
4
AEO icon
American Eagle Outfitters
AEO
+$17.8M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$17.5M

Sector Composition

1 Healthcare 13.84%
2 Technology 11.4%
3 Industrials 10.03%
4 Financials 9.96%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.5M 0.1%
626,622
+5,472
227
$19.4M 0.1%
288,149
-16,888
228
$19.4M 0.1%
1,029,530
-67,382
229
$19.4M 0.1%
391,948
-48,508
230
$19.3M 0.1%
394,031
+130,956
231
$19.2M 0.1%
175,587
-40,362
232
$19.2M 0.1%
207,514
+45,753
233
$19.1M 0.1%
199,459
-57,728
234
$19.1M 0.1%
647,706
+52,709
235
$18.8M 0.1%
522,254
+28,226
236
$18.8M 0.1%
507,898
-41,239
237
$18.7M 0.1%
161,605
+21,670
238
$18.5M 0.1%
240,647
-17,926
239
$18M 0.09%
728,996
+317,040
240
$17.9M 0.09%
80,544
+8,648
241
$17.8M 0.09%
532,936
+62,170
242
$17.6M 0.09%
528,482
+112,089
243
$17.6M 0.09%
538,779
+82,201
244
$17.5M 0.09%
379,032
+135,114
245
$17.4M 0.09%
246,771
+15,548
246
$17.4M 0.09%
847,922
-184,848
247
$17.3M 0.09%
294,456
+19,904
248
$17.3M 0.09%
472,729
+53,580
249
$17.2M 0.09%
244,432
+43,559
250
$17.2M 0.09%
557,084
-20,417
8 9
10
11 12