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
301
$13.4M 0.07%
125,393
+36,843
302
$13.4M 0.07%
111,077
+9,394
303
$13.4M 0.07%
77,526
+1,400
304
$13.3M 0.07%
114,750
-546
305
$13.3M 0.07%
118,791
-13,976
306
$13.2M 0.07%
161,678
+724
307
$13M 0.07%
281,082
+8,699
308
$12.9M 0.07%
400,492
+111,811
309
$12.8M 0.07%
258,288
+108,932
310
$12.7M 0.07%
297,560
+27,804
311
$12.6M 0.07%
101,707
-4,108
312
$12.6M 0.07%
5,647
+867
313
$12.6M 0.07%
149,802
-15,701
314
$12.4M 0.06%
682,285
315
$12.3M 0.06%
146,303
+15,715
316
$12.3M 0.06%
280,983
+45,662
317
$12.3M 0.06%
281,357
+10,310
318
$12.3M 0.06%
164,753
+15,686
319
$12.3M 0.06%
298,177
+102,863
320
$12.2M 0.06%
129,503
+18,669
321
$12.2M 0.06%
581,955
+101,847
322
$12.1M 0.06%
150,966
+27,639
323
$12M 0.06%
244,098
+39,848
324
$11.9M 0.06%
163,536
-37,745
325
$11.9M 0.06%
117,149
+11,466
11 12
13
14 15