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
626
$4.46M 0.02%
81,008
+49,957
627
$4.46M 0.02%
104,997
+16,729
628
$4.42M 0.02%
8,788,680
+124,600
629
$4.42M 0.02%
101,592
+4,782
630
$4.41M 0.02%
741,499
+140,183
631
$4.4M 0.02%
243,189
+189,948
632
$4.4M 0.02%
19,033
+7,950
633
$4.37M 0.02%
242,788
+52,042
634
$4.37M 0.02%
56,820
-17,824
635
$4.36M 0.02%
220,262
-536,049
636
$4.35M 0.02%
38,702
+3,327
637
$4.34M 0.02%
477,316
-104,565
638
$4.33M 0.02%
130,878
-421,787
639
$4.33M 0.02%
39,622
-107,323
640
$4.33M 0.02%
189,845
-24,690
641
$4.31M 0.02%
363,246
+19,356
642
$4.3M 0.02%
69,867
-215
643
$4.29M 0.02%
275,581
-699,888
644
$4.29M 0.02%
57,085
-12,187
645
$4.28M 0.02%
119,273
+13,689
646
$4.27M 0.02%
64,639
+31,700
647
$4.26M 0.02%
81,184
+26,664
648
$4.25M 0.02%
480,060
+61,757
649
$4.21M 0.02%
88,225
-212,648
650
$4.21M 0.02%
85,595
+17,107
24 25
26
27 28