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
1176
$1.44M 0.01%
27,447
-2,495
1177
$1.43M 0.01%
32,696
+2,020
1178
$1.43M 0.01%
27,863
+5,026
1179
$1.43M 0.01%
43,512
-848
1180
$1.43M 0.01%
50,346
-1,956
1181
$1.43M 0.01%
20,403
-972
1182
$1.43M 0.01%
45,145
+29,838
1183
$1.42M 0.01%
+44,044
1184
$1.42M 0.01%
55,327
-403
1185
$1.42M 0.01%
89,051
+61,705
1186
$1.41M 0.01%
87,291
+17,301
1187
$1.41M 0.01%
+56,179
1188
$1.41M 0.01%
70,706
-25,056
1189
$1.4M 0.01%
42,415
-1,783
1190
$1.4M 0.01%
37,776
+374
1191
$1.39M 0.01%
22,960
+19,828
1192
$1.39M 0.01%
51,999
+10,485
1193
$1.39M 0.01%
41,927
+2,177
1194
$1.39M 0.01%
18,428
+8,138
1195
$1.38M 0.01%
33,132
-7,674
1196
$1.38M 0.01%
70,355
+355
1197
$1.38M 0.01%
22,966
-10
1198
$1.37M 0.01%
25,199
+3,059
1199
$1.37M 0.01%
28,112
-4,957
1200
$1.36M 0.01%
78,213
-15
46 47
48
49 50