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
276
$15.3M 0.08%
276,935
+92,882
277
$15.3M 0.08%
258,058
+10,792
278
$15.1M 0.08%
1,298,943
+370,175
279
$15.1M 0.08%
232,570
-189,773
280
$15M 0.08%
141,623
+14,052
281
$15M 0.08%
169,021
+64,923
282
$15M 0.08%
273,969
+121,897
283
$14.8M 0.08%
274,653
+8,676
284
$14.7M 0.08%
133,216
+2,243
285
$14.7M 0.08%
249,100
+9,542
286
$14.5M 0.08%
266,165
-375
287
$14.5M 0.07%
244,209
+38,401
288
$14.3M 0.07%
366,008
+12,243
289
$14.3M 0.07%
231,574
+4,090
290
$14.2M 0.07%
160,706
-164,385
291
$14.1M 0.07%
378,070
+80,380
292
$14M 0.07%
424,081
+61,792
293
$14M 0.07%
148,694
+35,027
294
$13.9M 0.07%
159,188
+12,599
295
$13.9M 0.07%
87,382
-6,027
296
$13.7M 0.07%
67
+2
297
$13.7M 0.07%
229,081
+41,651
298
$13.5M 0.07%
451,892
+85,682
299
$13.5M 0.07%
204,901
-216,034
300
$13.4M 0.07%
322,358
+1,844
10 11
12
13 14