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
901
$2.42M 0.01%
103,669
+26,981
902
$2.41M 0.01%
56,473
+24,390
903
$2.41M 0.01%
177,065
+4,984
904
$2.4M 0.01%
239,108
+13,608
905
$2.4M 0.01%
6,102
+1,460
906
$2.39M 0.01%
104,783
-1,649
907
$2.39M 0.01%
44,290
-24,313
908
$2.39M 0.01%
6,085
+3,670
909
$2.38M 0.01%
50,677
-4,323
910
$2.38M 0.01%
331,152
+270,086
911
$2.37M 0.01%
44,136
+3,990
912
$2.36M 0.01%
20,520
-127
913
$2.36M 0.01%
47,866
-63,591
914
$2.36M 0.01%
37,011
+5,047
915
$2.36M 0.01%
+78,179
916
$2.35M 0.01%
14,766
+176
917
$2.34M 0.01%
+48,838
918
$2.32M 0.01%
63,579
-293,082
919
$2.32M 0.01%
91,407
-38,379
920
$2.32M 0.01%
19,036
+17,371
921
$2.31M 0.01%
579
+57
922
$2.31M 0.01%
20,803
+796
923
$2.3M 0.01%
95,880
+7,421
924
$2.3M 0.01%
12,983
+3,250
925
$2.3M 0.01%
103,201
+17,279
35 36
37
38 39