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
376
$9.6M 0.05%
223,399
+23,994
377
$9.59M 0.05%
542,102
+1,235
378
$9.56M 0.05%
261,042
-436,241
379
$9.5M 0.05%
214,849
-39,880
380
$9.45M 0.05%
200,058
+65,251
381
$9.41M 0.05%
42,016
+3,648
382
$9.39M 0.05%
193,488
+18,635
383
$9.39M 0.05%
319,671
-22,339
384
$9.38M 0.05%
103,995
+2,831
385
$9.33M 0.05%
308,438
-138,913
386
$9.3M 0.05%
202,866
+21,687
387
$9.29M 0.05%
50,360
-26,587
388
$9.18M 0.05%
118,626
+11,287
389
$9.18M 0.05%
113,326
+8,792
390
$9.1M 0.05%
214,705
+170,214
391
$9.1M 0.05%
265,871
+37,735
392
$9.1M 0.05%
158,145
+131,893
393
$9.09M 0.05%
106,903
-3,130
394
$9.06M 0.05%
1,114,940
+124,420
395
$9.06M 0.05%
367,382
+17,935
396
$9.06M 0.05%
95,070
+29,391
397
$8.98M 0.05%
459,832
+236,942
398
$8.97M 0.05%
377,915
+222,035
399
$8.94M 0.05%
84,311
-9,632
400
$8.88M 0.05%
+194,027
14 15
16
17 18