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
976
$2.07M 0.01%
+20,697
977
$2.07M 0.01%
44,196
+10,742
978
$2.07M 0.01%
40,721
+17,255
979
$2.06M 0.01%
18,738
+7,405
980
$2.05M 0.01%
118,087
+12,085
981
$2.04M 0.01%
26,350
+571
982
$2.04M 0.01%
11,089
+7,061
983
$2.04M 0.01%
102,732
-6,327
984
$2.03M 0.01%
41,580
+29,165
985
$2.02M 0.01%
34,217
+7,101
986
$2.02M 0.01%
58,828
+22,447
987
$2.02M 0.01%
51,500
+25,000
988
$2.01M 0.01%
25,695
+7,276
989
$2.01M 0.01%
106,202
+10,921
990
$2.01M 0.01%
29,543
+13,214
991
$2.01M 0.01%
31,448
+2,829
992
$2M 0.01%
37,516
+10,012
993
$2M 0.01%
117,865
+8,533
994
$2M 0.01%
74,311
+49,319
995
$2M 0.01%
40,592
+26,935
996
$2M 0.01%
172,911
-137,958
997
$2M 0.01%
51,226
+10,920
998
$2M 0.01%
44,776
+10,266
999
$1.99M 0.01%
72,058
+53,708
1000
$1.98M 0.01%
30,826
+22,447
38 39
40
41 42