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
776
$3.07M 0.02%
324,763
+6,787
777
$3.07M 0.02%
97,247
+10,554
778
$3.07M 0.02%
87,929
+5,873
779
$3.06M 0.02%
236,495
+111,979
780
$3.05M 0.02%
57,601
-103,651
781
$3.04M 0.02%
43,278
+2,968
782
$3.03M 0.02%
51,395
-2,539
783
$3.01M 0.02%
38,380
-17,704
784
$3M 0.02%
62,000
+23,955
785
$3M 0.02%
67,810
+58,942
786
$3M 0.02%
311,007
-22,711
787
$2.97M 0.02%
24,643
-1,292
788
$2.97M 0.02%
67,521
+4,123
789
$2.96M 0.02%
119,868
-112,608
790
$2.96M 0.02%
27,456
+3,767
791
$2.95M 0.02%
84,660
-698
792
$2.94M 0.02%
34,299
-75,428
793
$2.94M 0.02%
69,941
-139,813
794
$2.94M 0.02%
123,726
+1,302
795
$2.93M 0.02%
13,750
+1,424
796
$2.92M 0.02%
25,207
+1,874
797
$2.91M 0.02%
164,332
-95,531
798
$2.91M 0.02%
255,987
+6,928
799
$2.9M 0.02%
51,862
+11,434
800
$2.89M 0.02%
156,858
+28,018
30 31
32
33 34