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
601
$4.66M 0.02%
17,130
+2,936
602
$4.65M 0.02%
176,639
+8,784
603
$4.65M 0.02%
44,028
+598
604
$4.65M 0.02%
91,135
+13,730
605
$4.62M 0.02%
65,053
-175,870
606
$4.62M 0.02%
40,563
-112,466
607
$4.62M 0.02%
307,555
-232,093
608
$4.62M 0.02%
154,389
+4,613
609
$4.61M 0.02%
1,020,863
-16,733
610
$4.6M 0.02%
79,908
+2,024
611
$4.6M 0.02%
77,383
-10,226
612
$4.6M 0.02%
50,826
+14,786
613
$4.6M 0.02%
60,072
+5,232
614
$4.59M 0.02%
52,575
+47,775
615
$4.59M 0.02%
28,090
-632
616
$4.57M 0.02%
88,474
-20,780
617
$4.57M 0.02%
83,254
+13,108
618
$4.57M 0.02%
112,464
+31,376
619
$4.56M 0.02%
62,340
+21,614
620
$4.55M 0.02%
145,870
+93,155
621
$4.53M 0.02%
74,439
-4,056
622
$4.53M 0.02%
48,808
-69,636
623
$4.51M 0.02%
82,236
-4,120
624
$4.51M 0.02%
132,319
-50,331
625
$4.49M 0.02%
43,287
+9,668
23 24
25
26 27