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
826
$2.75M 0.01%
467,934
-908,244
827
$2.74M 0.01%
178,416
+19,430
828
$2.74M 0.01%
59,339
+33,540
829
$2.74M 0.01%
44,913
-69,419
830
$2.73M 0.01%
165,344
+46,227
831
$2.73M 0.01%
79,253
-4,968
832
$2.72M 0.01%
62,236
-1,464
833
$2.72M 0.01%
211,990
-2,148
834
$2.72M 0.01%
167,780
-54,763
835
$2.71M 0.01%
81,662
-105,704
836
$2.71M 0.01%
160,360
+13,311
837
$2.7M 0.01%
52,685
-175
838
$2.7M 0.01%
231,878
-398,817
839
$2.7M 0.01%
42,628
+23,433
840
$2.69M 0.01%
55,318
-93,452
841
$2.69M 0.01%
82,601
+24,538
842
$2.69M 0.01%
125,763
+61,095
843
$2.69M 0.01%
85,335
+78,674
844
$2.69M 0.01%
57,570
+7,419
845
$2.68M 0.01%
36,351
-10,414
846
$2.68M 0.01%
95,125
+9,409
847
$2.67M 0.01%
118,293
-56,925
848
$2.67M 0.01%
171,620
-537
849
$2.67M 0.01%
30,371
-65,185
850
$2.65M 0.01%
34,723
+6,119
32 33
34
35 36