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
876
$2.51M 0.01%
50,843
+39,421
877
$2.51M 0.01%
52,733
-798
878
$2.5M 0.01%
78,598
-1,701
879
$2.5M 0.01%
28,113
-8,906
880
$2.5M 0.01%
56,120
-4,436
881
$2.5M 0.01%
22,057
+2,775
882
$2.49M 0.01%
48,967
-133,856
883
$2.49M 0.01%
62,966
+55
884
$2.49M 0.01%
162,832
+28,653
885
$2.48M 0.01%
42,927
-2,632
886
$2.48M 0.01%
153,545
+30,800
887
$2.47M 0.01%
75,030
+6,343
888
$2.47M 0.01%
108,781
+13,147
889
$2.47M 0.01%
71,610
-14,821
890
$2.46M 0.01%
42,411
+3,942
891
$2.46M 0.01%
38,675
+3,628
892
$2.46M 0.01%
104,832
+4,543
893
$2.45M 0.01%
25,665
+3,217
894
$2.45M 0.01%
48,395
+4,854
895
$2.45M 0.01%
81,949
-177,140
896
$2.45M 0.01%
121,345
+29,298
897
$2.44M 0.01%
186,900
+1,000
898
$2.44M 0.01%
85,373
-741
899
$2.44M 0.01%
102,170
+37,986
900
$2.43M 0.01%
31,310
+9,809
34 35
36
37 38