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
676
$3.95M 0.02%
152,456
+9,412
677
$3.95M 0.02%
149,658
+1,101
678
$3.94M 0.02%
46,501
+36,396
679
$3.94M 0.02%
90,280
+9,219
680
$3.92M 0.02%
113,030
-13,117
681
$3.92M 0.02%
47,898
+21,906
682
$3.92M 0.02%
89,732
+20,247
683
$3.89M 0.02%
26,670
-1,353
684
$3.85M 0.02%
45,937
+8,478
685
$3.83M 0.02%
54,729
+4,952
686
$3.82M 0.02%
89,029
-238,225
687
$3.81M 0.02%
+58,337
688
$3.81M 0.02%
336,958
-111,616
689
$3.81M 0.02%
76,259
+65,700
690
$3.8M 0.02%
164,186
+32,896
691
$3.79M 0.02%
67,469
+3,297
692
$3.77M 0.02%
85,090
+17,262
693
$3.77M 0.02%
+157,346
694
$3.76M 0.02%
153,306
-10,185
695
$3.73M 0.02%
64,100
+3,600
696
$3.73M 0.02%
282,998
-69,435
697
$3.73M 0.02%
123,631
+1,612
698
$3.72M 0.02%
140,856
+109,301
699
$3.72M 0.02%
74,141
+7,656
700
$3.72M 0.02%
112,654
+14,988
26 27
28
29 30