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
326
$11.9M 0.06%
349,092
+21,760
327
$11.8M 0.06%
610,265
-69,949
328
$11.8M 0.06%
216,322
+8,482
329
$11.7M 0.06%
225,102
-2,441
330
$11.6M 0.06%
248,264
+62,118
331
$11.6M 0.06%
260,318
-215
332
$11.6M 0.06%
235,613
-7,300
333
$11.6M 0.06%
278,731
+63,935
334
$11.3M 0.06%
106,623
+9,801
335
$11.2M 0.06%
291,365
+8,426
336
$11.2M 0.06%
791,590
+60,470
337
$10.9M 0.06%
489,446
+169,237
338
$10.9M 0.06%
108,515
+30,795
339
$10.9M 0.06%
137,359
+6,797
340
$10.9M 0.06%
210,187
-10,002
341
$10.8M 0.06%
171,078
+46,016
342
$10.8M 0.06%
335,384
-48,069
343
$10.7M 0.06%
145,290
-2,110
344
$10.7M 0.06%
95,196
+16,418
345
$10.7M 0.06%
101,098
+4,683
346
$10.7M 0.06%
192,664
-31,400
347
$10.7M 0.06%
188,815
-2,233
348
$10.7M 0.06%
143,008
+25,712
349
$10.6M 0.06%
75,250
+4,662
350
$10.6M 0.06%
140,172
-11,436
12 13
14
15 16