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
651
$4.17M 0.02%
171,420
-41,482
652
$4.16M 0.02%
353,566
-904,197
653
$4.15M 0.02%
84,104
+23,276
654
$4.14M 0.02%
37,684
+13,680
655
$4.14M 0.02%
6,394
+1,270
656
$4.12M 0.02%
217,988
-544,904
657
$4.12M 0.02%
170,567
-7,061
658
$4.11M 0.02%
105,613
-3,378
659
$4.11M 0.02%
85,597
+9,529
660
$4.11M 0.02%
25,265
-4,336
661
$4.1M 0.02%
53,953
-173,904
662
$4.08M 0.02%
104,373
-250,101
663
$4.08M 0.02%
65,589
+45,504
664
$4.06M 0.02%
70,930
+9,580
665
$4.06M 0.02%
199,008
+148,628
666
$4.04M 0.02%
191,068
+1,287
667
$4.03M 0.02%
154,938
+6,722
668
$4.03M 0.02%
111,302
+94,168
669
$4.03M 0.02%
65,241
+2,497
670
$4.02M 0.02%
118,272
-19,489
671
$4.02M 0.02%
641,855
+6,719
672
$3.97M 0.02%
43,481
-500
673
$3.97M 0.02%
74,775
+22,460
674
$3.96M 0.02%
73,273
+1,492
675
$3.96M 0.02%
166,604
-8,133
25 26
27
28 29