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
351
$10.6M 0.05%
217,256
-10,652
352
$10.6M 0.05%
107,760
+17,164
353
$10.5M 0.05%
86,632
+25,994
354
$10.5M 0.05%
214,730
+34,116
355
$10.5M 0.05%
356,010
-198,082
356
$10.3M 0.05%
970,699
+876,082
357
$10.3M 0.05%
83,011
+11,876
358
$10.3M 0.05%
444,704
359
$10.2M 0.05%
247,190
+7,694
360
$10.2M 0.05%
90,264
+14,333
361
$10.2M 0.05%
88,715
-5,267
362
$10.1M 0.05%
236,984
+93,149
363
$10.1M 0.05%
154,447
-12,740
364
$10.1M 0.05%
129,568
+2,655
365
$9.96M 0.05%
93,042
+7,345
366
$9.9M 0.05%
202,745
+28,722
367
$9.89M 0.05%
421,684
-35,178
368
$9.85M 0.05%
680,800
+23,892
369
$9.8M 0.05%
400,092
+25,431
370
$9.79M 0.05%
82,219
-3,267
371
$9.74M 0.05%
74,337
+53,534
372
$9.68M 0.05%
140,863
-220,251
373
$9.68M 0.05%
97,699
+9,142
374
$9.65M 0.05%
115,316
-3,050
375
$9.63M 0.05%
461,852
+23,051
13 14
15
16 17