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
751
$3.28M 0.02%
54,960
+4,492
752
$3.27M 0.02%
49,715
+31,074
753
$3.27M 0.02%
64,086
+55,106
754
$3.23M 0.02%
62,093
+39,714
755
$3.23M 0.02%
34,034
+2,359
756
$3.22M 0.02%
+102,142
757
$3.22M 0.02%
102,672
-15,342
758
$3.22M 0.02%
131,695
-351,898
759
$3.21M 0.02%
17,906
+8,408
760
$3.21M 0.02%
52,017
-1,161
761
$3.2M 0.02%
75,170
+18,711
762
$3.19M 0.02%
210,933
-42,976
763
$3.19M 0.02%
2,868
+628
764
$3.17M 0.02%
61,816
-33
765
$3.17M 0.02%
160,317
+1,183
766
$3.17M 0.02%
306,148
-1,058,570
767
$3.16M 0.02%
68,698
+13,716
768
$3.15M 0.02%
26,807
+3,478
769
$3.13M 0.02%
175,485
+62,505
770
$3.13M 0.02%
147,951
+33,933
771
$3.12M 0.02%
65,193
-140,691
772
$3.1M 0.02%
76,451
-223,376
773
$3.1M 0.02%
38,667
-59,640
774
$3.08M 0.02%
141,928
+10,293
775
$3.08M 0.02%
78,939
+19,639
29 30
31
32 33