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
476
$6.55M 0.03%
249,098
+26,594
477
$6.54M 0.03%
296,545
+66,911
478
$6.52M 0.03%
73,085
+10,976
479
$6.52M 0.03%
126,534
-72,253
480
$6.5M 0.03%
232,026
-6,510
481
$6.49M 0.03%
488,440
+21,210
482
$6.48M 0.03%
+78,440
483
$6.48M 0.03%
245,206
+9,785
484
$6.45M 0.03%
171,108
+155,594
485
$6.39M 0.03%
70,064
-7,633
486
$6.38M 0.03%
255,685
+39,591
487
$6.36M 0.03%
171,939
-13,184
488
$6.36M 0.03%
48,020
+9,907
489
$6.34M 0.03%
133,558
+8,520
490
$6.29M 0.03%
86,487
+25,676
491
$6.27M 0.03%
18,339
-524
492
$6.25M 0.03%
210,059
+15,447
493
$6.25M 0.03%
105,296
+3,518
494
$6.24M 0.03%
60,049
+1,218
495
$6.13M 0.03%
286,847
+15,741
496
$6.09M 0.03%
344,931
+148,467
497
$6.07M 0.03%
106,384
-4,618
498
$6.03M 0.03%
199,633
+15,510
499
$6.02M 0.03%
153,646
-9,286
500
$6.02M 0.03%
125,540
-133,188
18 19
20
21 22