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
426
$7.8M 0.04%
476,146
+19,580
427
$7.8M 0.04%
224,449
-260,668
428
$7.76M 0.04%
125,777
-216,619
429
$7.72M 0.04%
168,753
+230
430
$7.71M 0.04%
142,816
+13,315
431
$7.68M 0.04%
277,850
-266,053
432
$7.58M 0.04%
258,928
-11,745
433
$7.5M 0.04%
712,016
-54,556
434
$7.45M 0.04%
65,678
+5,581
435
$7.43M 0.04%
163,107
-385,333
436
$7.42M 0.04%
55,701
+8,824
437
$7.4M 0.04%
118,255
+63,355
438
$7.31M 0.04%
87,746
+13,295
439
$7.31M 0.04%
37,214
+2,363
440
$7.3M 0.04%
345,332
+13,243
441
$7.29M 0.04%
+140,183
442
$7.27M 0.04%
16,494
+3,301
443
$7.27M 0.04%
236,477
+203
444
$7.26M 0.04%
96,819
+26,547
445
$7.22M 0.04%
183,424
-16,179
446
$7.21M 0.04%
260,460
+44,014
447
$7.17M 0.04%
137,516
+105,332
448
$7.14M 0.04%
351,326
+150,134
449
$7.11M 0.04%
104,865
-2,600
450
$7.04M 0.04%
111,248
+69,317
16 17
18
19 20