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
1201
$1.36M 0.01%
212,780
1202
$1.36M 0.01%
31,396
+3,598
1203
$1.36M 0.01%
+69,101
1204
$1.36M 0.01%
166,145
+120,745
1205
$1.36M 0.01%
17,463
-66,087
1206
$1.36M 0.01%
88,338
+22,793
1207
$1.35M 0.01%
31,772
-6,963
1208
$1.35M 0.01%
8,226
+288
1209
$1.35M 0.01%
90,473
+7,623
1210
$1.35M 0.01%
70,142
-6,157
1211
$1.34M 0.01%
67,026
-144,229
1212
$1.34M 0.01%
37,125
+14,130
1213
$1.33M 0.01%
+24,353
1214
$1.33M 0.01%
38,366
+90
1215
$1.33M 0.01%
94,989
+3,384
1216
$1.33M 0.01%
145,463
-76,507
1217
$1.33M 0.01%
95,886
+12,020
1218
$1.33M 0.01%
62,880
+6,268
1219
$1.33M 0.01%
27,965
-421
1220
$1.32M 0.01%
27,223
+16,864
1221
$1.31M 0.01%
73,950
+8,628
1222
$1.31M 0.01%
137,163
+33,429
1223
$1.31M 0.01%
55,257
-12,209
1224
$1.31M 0.01%
42,466
+8,289
1225
$1.31M 0.01%
12,602
+4,952
47 48
49
50 51