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
76
$58.2M 0.3%
622,990
-7,915
77
$58.2M 0.3%
921,073
+248,825
78
$58.1M 0.3%
312,386
+84,667
79
$58M 0.3%
307,166
+14,749
80
$57.7M 0.3%
495,643
+63
81
$57.5M 0.3%
716,781
+31,771
82
$57.3M 0.3%
502,482
+48,117
83
$56.7M 0.29%
416,625
+24,745
84
$56.2M 0.29%
2,300,144
+403,296
85
$56M 0.29%
1,875,271
+338,401
86
$54.2M 0.28%
977,668
-2,232
87
$53.3M 0.28%
687,314
+33,204
88
$52.7M 0.27%
428,421
+21,588
89
$52.7M 0.27%
2,154,480
+212,829
90
$51.6M 0.27%
101,153
+2,139
91
$51.4M 0.27%
599,712
+5,139
92
$51.4M 0.27%
416,663
+95,796
93
$51.1M 0.26%
403,719
+15,333
94
$51.1M 0.26%
757,728
+80,956
95
$51M 0.26%
1,868,882
+143,616
96
$50.9M 0.26%
1,266,479
+21,450
97
$50.5M 0.26%
781,040
+166,117
98
$49.5M 0.26%
455,672
+50,052
99
$49M 0.25%
571,244
+50,914
100
$48.7M 0.25%
570,661
+36,651
2 3
4
5 6