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
801
$2.89M 0.02%
59,003
-156,583
802
$2.89M 0.01%
15,097
-9,479
803
$2.89M 0.01%
44,771
+1,909
804
$2.88M 0.01%
234,774
+27,989
805
$2.88M 0.01%
66,503
-165,877
806
$2.85M 0.01%
19,548
+2,106
807
$2.85M 0.01%
49,611
+7,873
808
$2.84M 0.01%
6,066
809
$2.83M 0.01%
69,944
-248,621
810
$2.83M 0.01%
17,669
+714
811
$2.82M 0.01%
68,259
+42,584
812
$2.81M 0.01%
141,253
+12,346
813
$2.81M 0.01%
81,386
+55,780
814
$2.81M 0.01%
29,429
+7,405
815
$2.8M 0.01%
56,948
+43,546
816
$2.79M 0.01%
+64,680
817
$2.79M 0.01%
123,084
-440,247
818
$2.79M 0.01%
72,355
+1,937
819
$2.79M 0.01%
72,292
+14,851
820
$2.79M 0.01%
76,539
-24,428
821
$2.78M 0.01%
44,012
+9,726
822
$2.78M 0.01%
74,452
+5,736
823
$2.78M 0.01%
47,820
+4,886
824
$2.77M 0.01%
244,117
-525,486
825
$2.76M 0.01%
189,790
+5,713
31 32
33
34 35