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
926
$2.28M 0.01%
196,433
+67,878
927
$2.27M 0.01%
81,785
+9,339
928
$2.27M 0.01%
56,321
-361
929
$2.26M 0.01%
57,584
+4,001
930
$2.26M 0.01%
127,956
-43,213
931
$2.26M 0.01%
98,052
-181,467
932
$2.25M 0.01%
49,840
+29,989
933
$2.23M 0.01%
161,945
+10,797
934
$2.23M 0.01%
434,710
-1,746,705
935
$2.23M 0.01%
121,492
-134
936
$2.23M 0.01%
28,238
+528
937
$2.22M 0.01%
55,857
+22,038
938
$2.22M 0.01%
107,828
+6,944
939
$2.22M 0.01%
38,834
+7,308
940
$2.22M 0.01%
134,980
+74,032
941
$2.21M 0.01%
72,090
+10,113
942
$2.2M 0.01%
97,317
-233,760
943
$2.2M 0.01%
32,566
+3,175
944
$2.2M 0.01%
105,039
+5,017
945
$2.19M 0.01%
54,981
+13,691
946
$2.19M 0.01%
21,001
-9,155
947
$2.18M 0.01%
64,671
+5,733
948
$2.18M 0.01%
+71,063
949
$2.17M 0.01%
48,266
+27,816
950
$2.17M 0.01%
67,301
+11,305
36 37
38
39 40