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
551
$5.24M 0.03%
70,807
+16,563
552
$5.18M 0.03%
81,114
-71,507
553
$5.18M 0.03%
98,750
+4,771
554
$5.17M 0.03%
159,433
+59,239
555
$5.17M 0.03%
51,532
-1,050
556
$5.17M 0.03%
92,914
+22,118
557
$5.16M 0.03%
107,168
+37,764
558
$5.15M 0.03%
134,307
+46,888
559
$5.14M 0.03%
115,089
+36,619
560
$5.13M 0.03%
32,251
+2,189
561
$5.12M 0.03%
578,200
-27,272
562
$5.12M 0.03%
90,725
+82,630
563
$5.09M 0.03%
163,750
+66,476
564
$5.09M 0.03%
49,542
-20,696
565
$5.08M 0.03%
112,014
+25,425
566
$5.06M 0.03%
24,384
-3,799
567
$5.06M 0.03%
50,100
-10,029
568
$5.05M 0.03%
21,679
+3,569
569
$5.05M 0.03%
253,416
-626,416
570
$5.04M 0.03%
163,709
+9,916
571
$5.04M 0.03%
48,510
-25,037
572
$5.03M 0.03%
233,361
+4,020
573
$5.03M 0.03%
89,233
+49,906
574
$5.02M 0.03%
36,230
+13,681
575
$4.99M 0.03%
124,938
+30,340
21 22
23
24 25