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
1126
$1.6M 0.01%
23,387
+1,996
1127
$1.6M 0.01%
26,904
+706
1128
$1.59M 0.01%
29,822
+7,720
1129
$1.59M 0.01%
87,033
+8,466
1130
$1.57M 0.01%
237,840
+59,410
1131
$1.57M 0.01%
20,407
+13
1132
$1.57M 0.01%
65,681
+10,434
1133
$1.56M 0.01%
122,928
+10,417
1134
$1.55M 0.01%
15,610
+10,190
1135
$1.55M 0.01%
20,957
+1,957
1136
$1.55M 0.01%
35,089
+22,625
1137
$1.55M 0.01%
122,035
-8,929
1138
$1.55M 0.01%
61,519
-1,066
1139
$1.54M 0.01%
76,800
-5,060
1140
$1.54M 0.01%
49,385
+9,894
1141
$1.54M 0.01%
131,069
+112,950
1142
$1.54M 0.01%
67,776
+2,219
1143
$1.54M 0.01%
137,364
-22
1144
$1.53M 0.01%
33,294
-8,638
1145
$1.53M 0.01%
36,748
-15,197
1146
$1.53M 0.01%
43,510
-447
1147
$1.52M 0.01%
46,910
+413
1148
$1.52M 0.01%
24,910
-110
1149
$1.52M 0.01%
50,010
-6,995
1150
$1.51M 0.01%
92,876
-215
44 45
46
47 48