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
1076
$1.77M 0.01%
38,412
+23,273
1077
$1.77M 0.01%
189,490
+106,960
1078
$1.77M 0.01%
238,791
+57,934
1079
$1.76M 0.01%
+57,618
1080
$1.75M 0.01%
11,460
+3,814
1081
$1.74M 0.01%
18,894
+3,951
1082
$1.74M 0.01%
116,100
-2,625
1083
$1.74M 0.01%
81,196
+51,389
1084
$1.74M 0.01%
8,959
+3,260
1085
$1.74M 0.01%
31,729
+19,566
1086
$1.74M 0.01%
63,100
+3,600
1087
$1.73M 0.01%
171,419
1088
$1.73M 0.01%
220,000
-10,190
1089
$1.73M 0.01%
121,622
+95
1090
$1.73M 0.01%
28,281
+57
1091
$1.73M 0.01%
36,076
+3,866
1092
$1.73M 0.01%
11,254
-21,988
1093
$1.72M 0.01%
53,237
+3,546
1094
$1.71M 0.01%
130,195
+2,921
1095
$1.7M 0.01%
63,744
+515
1096
$1.7M 0.01%
43,330
+3,743
1097
$1.7M 0.01%
44,090
-3,267
1098
$1.69M 0.01%
64,882
+1,076
1099
$1.69M 0.01%
211,483
+38,543
1100
$1.68M 0.01%
128,676
-78,036
42 43
44
45 46