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
951
$2.16M 0.01%
70,524
+7,316
952
$2.16M 0.01%
17,685
+618
953
$2.16M 0.01%
104,790
+13,890
954
$2.15M 0.01%
+31,121
955
$2.14M 0.01%
22,060
-4,017
956
$2.14M 0.01%
72,741
+9,749
957
$2.13M 0.01%
24,715
+16,253
958
$2.13M 0.01%
46,082
+10,752
959
$2.13M 0.01%
47,919
-73,186
960
$2.13M 0.01%
62,329
+4,545
961
$2.13M 0.01%
37,302
+23,730
962
$2.13M 0.01%
45,675
-3,241
963
$2.12M 0.01%
2,652
-44
964
$2.12M 0.01%
101,594
-1,215
965
$2.11M 0.01%
23,354
+3,152
966
$2.11M 0.01%
140,519
-61,496
967
$2.11M 0.01%
118,094
-1,320
968
$2.11M 0.01%
123,791
-236,181
969
$2.1M 0.01%
196,773
+18,265
970
$2.1M 0.01%
24,033
+3,505
971
$2.1M 0.01%
49,186
+29,937
972
$2.1M 0.01%
33,449
+17,234
973
$2.09M 0.01%
11,793
+1,601
974
$2.09M 0.01%
9,851
+1,583
975
$2.08M 0.01%
+100,208
37 38
39
40 41