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
401
$8.84M 0.05%
207,478
-93,981
402
$8.84M 0.05%
131,532
-3,529
403
$8.82M 0.05%
50,190
+26,545
404
$8.79M 0.05%
133,261
-19,941
405
$8.74M 0.05%
66,688
-5,281
406
$8.64M 0.04%
108,679
+11,104
407
$8.64M 0.04%
164,096
+12,788
408
$8.61M 0.04%
235,274
+8,737
409
$8.59M 0.04%
630,430
-1,003,842
410
$8.58M 0.04%
189,497
411
$8.58M 0.04%
213,749
+15,386
412
$8.56M 0.04%
1,419,958
+3,699
413
$8.52M 0.04%
256,325
-10,957
414
$8.48M 0.04%
180,999
+97,141
415
$8.39M 0.04%
160,641
+36,988
416
$8.39M 0.04%
65,842
+4,378
417
$8.39M 0.04%
770,784
-138,846
418
$8.35M 0.04%
453,713
+98,651
419
$8.3M 0.04%
144,163
-5,650
420
$8.21M 0.04%
307,317
-9,229
421
$8.02M 0.04%
98,640
+6,985
422
$8.01M 0.04%
138,760
+10,972
423
$7.91M 0.04%
197,220
+8,875
424
$7.87M 0.04%
194,542
+42,581
425
$7.83M 0.04%
58,358
+8,523
15 16
17
18 19