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
251
$17.2M 0.09%
123,134
-6,859
252
$17.1M 0.09%
302,925
+5,397
253
$17.1M 0.09%
185,901
-27,816
254
$17M 0.09%
261,654
+78,860
255
$17M 0.09%
890,045
-58,379
256
$16.9M 0.09%
189,128
+36,351
257
$16.9M 0.09%
809,840
+561,973
258
$16.8M 0.09%
373,024
-59,143
259
$16.7M 0.09%
651,813
+89,672
260
$16.6M 0.09%
257,854
+18,554
261
$16.5M 0.09%
3,363,409
+135,483
262
$16.5M 0.09%
454,423
+177,301
263
$16.4M 0.09%
645,770
+259,738
264
$16.4M 0.08%
192,548
+7,548
265
$16.4M 0.08%
607,536
-233,419
266
$16.1M 0.08%
77,282
+10,461
267
$16M 0.08%
133,708
+20,773
268
$15.9M 0.08%
141,354
-3,146
269
$15.8M 0.08%
320,620
+135,742
270
$15.6M 0.08%
149,378
+62,364
271
$15.6M 0.08%
148,135
+45,998
272
$15.5M 0.08%
403,095
-141,296
273
$15.5M 0.08%
320,210
+38,054
274
$15.4M 0.08%
388,347
+31,439
275
$15.4M 0.08%
220,287
+12,592
9 10
11
12 13