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
1101
$1.67M 0.01%
36,601
+2,285
1102
$1.67M 0.01%
+72,852
1103
$1.66M 0.01%
34,263
+12,326
1104
$1.66M 0.01%
142,616
-186,126
1105
$1.66M 0.01%
305,426
+79,164
1106
$1.66M 0.01%
42,376
+3,749
1107
$1.66M 0.01%
48,570
-11,989
1108
$1.66M 0.01%
60,501
-51
1109
$1.65M 0.01%
35,593
-20,269
1110
$1.65M 0.01%
53,241
+15,753
1111
$1.65M 0.01%
49,781
+6,238
1112
$1.65M 0.01%
59,375
+91
1113
$1.64M 0.01%
+51,151
1114
$1.64M 0.01%
86,694
+12,332
1115
$1.64M 0.01%
42,702
-115,758
1116
$1.63M 0.01%
72,292
-663
1117
$1.63M 0.01%
30,187
+17,378
1118
$1.63M 0.01%
180,230
+31,680
1119
$1.62M 0.01%
24,776
+5,192
1120
$1.62M 0.01%
26,889
-5,353
1121
$1.62M 0.01%
66,650
-18
1122
$1.61M 0.01%
245,399
+105,090
1123
$1.61M 0.01%
80,036
-161,282
1124
$1.61M 0.01%
57,110
+6,270
1125
$1.6M 0.01%
+56,121
43 44
45
46 47