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
1001
$1.97M 0.01%
85,265
+8,938
1002
$1.97M 0.01%
29,486
-3,905
1003
$1.97M 0.01%
102,578
+10,530
1004
$1.97M 0.01%
90,637
+137
1005
$1.97M 0.01%
81,723
-21,214
1006
$1.97M 0.01%
+19,241
1007
$1.97M 0.01%
68,144
+8,126
1008
$1.96M 0.01%
27,323
+2,016
1009
$1.96M 0.01%
74,076
+9,277
1010
$1.96M 0.01%
57,739
+5,708
1011
$1.95M 0.01%
28,079
+8,641
1012
$1.95M 0.01%
29,850
+7,958
1013
$1.95M 0.01%
79,551
+48,430
1014
$1.95M 0.01%
53,762
+35,773
1015
$1.94M 0.01%
36,783
+605
1016
$1.94M 0.01%
36,801
+4,808
1017
$1.94M 0.01%
31,733
-317,898
1018
$1.93M 0.01%
52,741
+8,022
1019
$1.93M 0.01%
73,481
+9,912
1020
$1.93M 0.01%
84,709
+223
1021
$1.92M 0.01%
74,153
+3,739
1022
$1.92M 0.01%
+46,071
1023
$1.92M 0.01%
22,842
-3,276
1024
$1.92M 0.01%
19,032
+4,932
1025
$1.92M 0.01%
222,824
+73,883
39 40
41
42 43