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
1026
$1.92M 0.01%
48,967
+13,129
1027
$1.91M 0.01%
76,996
+17,254
1028
$1.9M 0.01%
+33,066
1029
$1.9M 0.01%
138,113
-4,879
1030
$1.9M 0.01%
+134,025
1031
$1.9M 0.01%
110,767
-54,974
1032
$1.9M 0.01%
+70,624
1033
$1.9M 0.01%
50,845
-3,430
1034
$1.89M 0.01%
14,383
+9,546
1035
$1.89M 0.01%
16,377
+6,313
1036
$1.88M 0.01%
28,244
+3,797
1037
$1.88M 0.01%
45,093
+4,362
1038
$1.88M 0.01%
227,390
+84,540
1039
$1.88M 0.01%
46,779
+10,306
1040
$1.87M 0.01%
99,818
+65,418
1041
$1.87M 0.01%
33,239
-71,401
1042
$1.87M 0.01%
80,902
-295,767
1043
$1.86M 0.01%
91,504
+71,877
1044
$1.86M 0.01%
64,173
+3,601
1045
$1.85M 0.01%
38,171
+4,335
1046
$1.85M 0.01%
44,996
+6,914
1047
$1.85M 0.01%
136,562
-7,200
1048
$1.84M 0.01%
108,930
-10,823
1049
$1.84M 0.01%
178,270
+73,324
1050
$1.83M 0.01%
620,690
+58,870
40 41
42
43 44