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
1051
$1.83M 0.01%
211,980
+1,525
1052
$1.83M 0.01%
18,185
-4,181
1053
$1.83M 0.01%
+27,982
1054
$1.83M 0.01%
71,062
+1,998
1055
$1.82M 0.01%
4,580
-7,505
1056
$1.82M 0.01%
205,179
+31,311
1057
$1.82M 0.01%
410,720
-4,888
1058
$1.82M 0.01%
+14,813
1059
$1.82M 0.01%
37,262
-2,842
1060
$1.82M 0.01%
43,551
+9,583
1061
$1.81M 0.01%
20,653
+8,085
1062
$1.81M 0.01%
148,534
-6,066
1063
$1.81M 0.01%
88,393
-12,412
1064
$1.8M 0.01%
37,103
-210
1065
$1.8M 0.01%
+64,275
1066
$1.8M 0.01%
12,897
+212
1067
$1.79M 0.01%
109,411
+8,091
1068
$1.79M 0.01%
82,424
+15,648
1069
$1.79M 0.01%
23,993
-865
1070
$1.78M 0.01%
20,592
-4,622
1071
$1.78M 0.01%
45,506
+29,528
1072
$1.78M 0.01%
38,083
+8,786
1073
$1.78M 0.01%
+47,433
1074
$1.77M 0.01%
92,450
+3,296
1075
$1.77M 0.01%
43,924
+5,970
41 42
43
44 45