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
501
$6M 0.03%
120,779
+13,012
502
$5.94M 0.03%
126,802
+12,333
503
$5.91M 0.03%
217,091
+26,535
504
$5.88M 0.03%
33,429
+1,640
505
$5.87M 0.03%
54,579
-2,832
506
$5.86M 0.03%
71,304
+7,864
507
$5.86M 0.03%
5,124
+1,429
508
$5.83M 0.03%
133,613
-383,700
509
$5.82M 0.03%
66,875
-126,296
510
$5.82M 0.03%
221,914
-603,265
511
$5.79M 0.03%
143,970
-191,612
512
$5.78M 0.03%
126,278
-271,634
513
$5.77M 0.03%
336,016
-1,034,990
514
$5.75M 0.03%
100,277
+22,406
515
$5.75M 0.03%
138,515
-16,575
516
$5.71M 0.03%
99,996
+18,905
517
$5.71M 0.03%
285,938
+193,831
518
$5.71M 0.03%
255,402
-114,936
519
$5.69M 0.03%
91,999
+31,733
520
$5.67M 0.03%
154,986
-149,026
521
$5.66M 0.03%
88,211
-64,370
522
$5.57M 0.03%
58,757
-1,582
523
$5.57M 0.03%
67,997
-20,477
524
$5.57M 0.03%
60,038
-57,734
525
$5.55M 0.03%
111,144
-425
19 20
21
22 23