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
701
$3.72M 0.02%
302,236
+285,960
702
$3.71M 0.02%
304,839
-256
703
$3.7M 0.02%
113,521
+39,118
704
$3.69M 0.02%
235,358
+120,710
705
$3.68M 0.02%
51,089
+13,561
706
$3.68M 0.02%
75,098
-2,350
707
$3.67M 0.02%
92,643
+15,041
708
$3.67M 0.02%
223,374
-97,196
709
$3.67M 0.02%
82,025
+11,945
710
$3.67M 0.02%
55,929
+14,971
711
$3.67M 0.02%
46,652
-3,822
712
$3.65M 0.02%
44,997
-77,072
713
$3.64M 0.02%
+133,294
714
$3.63M 0.02%
104,367
-119,274
715
$3.63M 0.02%
35,614
+10,522
716
$3.63M 0.02%
+259,278
717
$3.61M 0.02%
63,448
+3,948
718
$3.61M 0.02%
86,224
-46,252
719
$3.6M 0.02%
39,876
+10,392
720
$3.58M 0.02%
69,988
-11,063
721
$3.57M 0.02%
40,914
+4,344
722
$3.57M 0.02%
142,760
+52,606
723
$3.55M 0.02%
84,642
-64,266
724
$3.54M 0.02%
100,202
+38,282
725
$3.53M 0.02%
138,572
-6,209
27 28
29
30 31