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
576
$4.98M 0.03%
51,052
-47,844
577
$4.97M 0.03%
112,363
+3,149
578
$4.96M 0.03%
97,315
+46,022
579
$4.96M 0.03%
304,048
+64,672
580
$4.95M 0.03%
355,162
-35,191
581
$4.93M 0.03%
126,271
+5,075
582
$4.93M 0.03%
73,722
+52,642
583
$4.92M 0.03%
61,848
+1,058
584
$4.89M 0.03%
61,283
+2,953
585
$4.8M 0.02%
103,557
+5,467
586
$4.79M 0.02%
85,001
+33,499
587
$4.78M 0.02%
79,891
-10,050
588
$4.76M 0.02%
115,076
+1,922
589
$4.76M 0.02%
177,552
-509,404
590
$4.75M 0.02%
23,000
-8,008
591
$4.73M 0.02%
60,284
-5,611
592
$4.73M 0.02%
+87,655
593
$4.71M 0.02%
60,169
-162,333
594
$4.71M 0.02%
157,395
-19,556
595
$4.7M 0.02%
79,649
+11,064
596
$4.69M 0.02%
86,044
-4,574
597
$4.69M 0.02%
134,179
-364,867
598
$4.68M 0.02%
290,594
+137,173
599
$4.67M 0.02%
110,196
+3,296
600
$4.67M 0.02%
40,722
+2,188
22 23
24
25 26