Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$328M
2
+$84.9M
3
+$53.3M
4
KO icon
Coca-Cola
KO
+$45.9M
5
HD icon
Home Depot
HD
+$35.8M

Top Sells

1
+$54.7M
2
+$19.8M
3
+$19.1M
4
AKRX
Akorn Inc
AKRX
+$17.7M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$17.5M

Sector Composition

1 Healthcare 13.84%
2 Technology 11.37%
3 Industrials 10.06%
4 Financials 9.96%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$1.51M 0.01%
12,070
+982
1152
$1.51M 0.01%
+99,105
1153
$1.51M 0.01%
12,920
+10,612
1154
$1.51M 0.01%
39,616
+3,783
1155
$1.5M 0.01%
2,147
+692
1156
$1.5M 0.01%
28,005
+18,421
1157
$1.49M 0.01%
36,338
+2,936
1158
$1.48M 0.01%
147
+4
1159
$1.48M 0.01%
44,236
+5,525
1160
$1.48M 0.01%
112,690
-24,541
1161
$1.48M 0.01%
19,795
+2,082
1162
$1.48M 0.01%
62,925
-954
1163
$1.48M 0.01%
+41,379
1164
$1.47M 0.01%
137,046
+17,274
1165
$1.47M 0.01%
342,059
-21,201
1166
$1.47M 0.01%
61,929
+16,167
1167
$1.45M 0.01%
64,823
+54,206
1168
$1.45M 0.01%
30,407
+323
1169
$1.45M 0.01%
17,115
+8,610
1170
$1.45M 0.01%
62,985
+1,755
1171
$1.45M 0.01%
19,480
-3,939
1172
$1.44M 0.01%
24,489
+3,294
1173
$1.44M 0.01%
30,842
-6,261
1174
$1.44M 0.01%
227,038
-14,673
1175
$1.44M 0.01%
18,440
+600
45 46
47
48 49