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
451
$6.98M 0.04%
99,517
-1,457
452
$6.96M 0.04%
226,896
+16,389
453
$6.96M 0.04%
111,438
+41,608
454
$6.95M 0.04%
129,873
+3,312
455
$6.94M 0.04%
1,240,630
+804,220
456
$6.93M 0.04%
58,141
+1,930
457
$6.92M 0.04%
143,531
+4,353
458
$6.9M 0.04%
78,734
+659
459
$6.89M 0.04%
63,665
+6,307
460
$6.84M 0.04%
127,022
+3,238
461
$6.84M 0.04%
54,994
-3,030
462
$6.82M 0.04%
165,562
-4,215
463
$6.8M 0.04%
100,990
+2,855
464
$6.8M 0.04%
98,723
+26,943
465
$6.78M 0.04%
47,732
-21,676
466
$6.77M 0.04%
139,486
+4,272
467
$6.73M 0.03%
190,892
+126,864
468
$6.72M 0.03%
83,114
+1,775
469
$6.71M 0.03%
64,202
+27,216
470
$6.69M 0.03%
91,951
-5,212
471
$6.65M 0.03%
233,253
-415,665
472
$6.63M 0.03%
164,737
-333,858
473
$6.62M 0.03%
78,729
+42
474
$6.62M 0.03%
120,465
+65,793
475
$6.59M 0.03%
104,926
+79
17 18
19
20 21