Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$328M
2
+$84.9M
3
+$53.3M
4
KO icon
Coca-Cola
KO
+$45.9M
5
HD icon
Home Depot
HD
+$35.8M

Top Sells

1
+$54.7M
2
+$19.8M
3
+$19.1M
4
AKRX
Akorn Inc
AKRX
+$17.7M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$17.5M

Sector Composition

1 Healthcare 13.84%
2 Technology 11.37%
3 Industrials 10.06%
4 Financials 9.96%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5.55M 0.03%
299,262
+171,863
527
$5.53M 0.03%
45,123
+27
528
$5.52M 0.03%
139,919
+9,816
529
$5.51M 0.03%
112,820
+26,901
530
$5.49M 0.03%
189,873
+10,734
531
$5.47M 0.03%
+406,634
532
$5.47M 0.03%
124,629
+23,880
533
$5.46M 0.03%
54,685
+2,213
534
$5.44M 0.03%
230,790
+22,250
535
$5.43M 0.03%
83,765
-1,072
536
$5.43M 0.03%
197,082
+11,490
537
$5.43M 0.03%
84,618
+11,496
538
$5.41M 0.03%
378,891
+1,698
539
$5.41M 0.03%
266,866
+147,588
540
$5.4M 0.03%
164,052
-448,012
541
$5.4M 0.03%
102,248
+9,498
542
$5.38M 0.03%
107,648
-248,153
543
$5.38M 0.03%
70,598
+63,566
544
$5.36M 0.03%
137,432
+25,365
545
$5.33M 0.03%
115,001
+37,507
546
$5.3M 0.03%
128,377
+28,151
547
$5.29M 0.03%
133,920
-323,987
548
$5.28M 0.03%
108,834
+104,606
549
$5.27M 0.03%
102,928
-79,666
550
$5.24M 0.03%
68,794
+25,640
20 21
22
23 24