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
851
$2.65M 0.01%
45,647
+2,406
852
$2.65M 0.01%
29,321
+9,635
853
$2.64M 0.01%
+35,066
854
$2.63M 0.01%
48,063
-9,328
855
$2.62M 0.01%
100,784
+19,743
856
$2.61M 0.01%
63,718
+3,548
857
$2.61M 0.01%
23,223
-1,588
858
$2.6M 0.01%
62,212
+1,475
859
$2.59M 0.01%
149,348
+1,150
860
$2.59M 0.01%
92,290
-182,516
861
$2.59M 0.01%
50,450
+11,088
862
$2.58M 0.01%
182,207
+16,942
863
$2.56M 0.01%
108,259
-4,570
864
$2.56M 0.01%
54,037
+5,251
865
$2.55M 0.01%
62,347
+16,297
866
$2.55M 0.01%
166,822
-5,160
867
$2.55M 0.01%
52,677
-313
868
$2.55M 0.01%
65,168
+35,018
869
$2.55M 0.01%
36,225
+11,051
870
$2.54M 0.01%
154,736
-198,749
871
$2.53M 0.01%
72,950
+7,414
872
$2.52M 0.01%
15,287
+8,565
873
$2.51M 0.01%
77,048
+1,333
874
$2.51M 0.01%
93,508
+11,127
875
$2.51M 0.01%
53,957
-5,175
33 34
35
36 37