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
726
$3.53M 0.02%
52,310
-846
727
$3.52M 0.02%
241,280
+12,789
728
$3.52M 0.02%
62,193
+18,807
729
$3.51M 0.02%
119,627
-324,762
730
$3.51M 0.02%
120,582
+53,454
731
$3.49M 0.02%
28,067
+1,794
732
$3.48M 0.02%
+124,172
733
$3.47M 0.02%
68,629
+2,983
734
$3.45M 0.02%
87,208
-7,172
735
$3.43M 0.02%
21,176
-6,215
736
$3.42M 0.02%
35,792
-119,780
737
$3.42M 0.02%
114,406
+3,564
738
$3.4M 0.02%
96,264
+20,295
739
$3.39M 0.02%
31,509
+7,524
740
$3.37M 0.02%
325,010
+51,769
741
$3.37M 0.02%
115,898
+6,505
742
$3.35M 0.02%
121,651
+4,469
743
$3.35M 0.02%
64,402
-115,907
744
$3.31M 0.02%
179,997
+7,051
745
$3.31M 0.02%
63,532
-7,007
746
$3.31M 0.02%
58,385
+13,975
747
$3.29M 0.02%
30,807
+1,780
748
$3.29M 0.02%
102,289
-2,986
749
$3.28M 0.02%
84,993
-1,012
750
$3.28M 0.02%
103,377
+70,670
28 29
30
31 32