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
51
$73.5M 0.38%
1,512,780
+39,581
52
$73.2M 0.38%
845,162
+104,829
53
$73.1M 0.38%
913,381
+48,556
54
$72.2M 0.37%
1,190,832
+34,600
55
$72.2M 0.37%
417,254
+158,753
56
$71.7M 0.37%
1,245,029
+147,315
57
$70.1M 0.36%
1,430,547
+99,928
58
$69.6M 0.36%
703,562
+34,974
59
$68.3M 0.35%
2,696,941
+321,442
60
$68.2M 0.35%
817,044
+50,379
61
$68.1M 0.35%
804,199
+336,627
62
$67.5M 0.35%
869,634
+38,718
63
$67.1M 0.35%
837,064
-54,041
64
$66.8M 0.35%
1,335,145
+37,530
65
$64.3M 0.33%
414,195
+88,625
66
$64.2M 0.33%
495,331
+22,989
67
$64.2M 0.33%
1,234,402
+543,934
68
$63.4M 0.33%
624,636
+173,233
69
$63.3M 0.33%
651,703
+233,145
70
$61.3M 0.32%
564,718
+23,461
71
$60.4M 0.31%
2,565,954
+855,936
72
$60.2M 0.31%
652,667
+55,863
73
$60.1M 0.31%
1,468,967
+83,523
74
$59.5M 0.31%
147,516
+10,775
75
$58.3M 0.3%
878,001
+112,637
1 2
3
4 5