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
101
$48.6M 0.25%
1,686,391
-17,747
102
$48.4M 0.25%
871,360
+7,548
103
$48.3M 0.25%
902,709
-391,047
104
$47.6M 0.25%
352,504
+75,270
105
$47.6M 0.25%
1,120,825
+212,420
106
$46.6M 0.24%
698,201
+16,655
107
$46.6M 0.24%
362,645
+74,419
108
$46.5M 0.24%
896,205
+49,699
109
$45.8M 0.24%
800,277
+4,156
110
$45.7M 0.24%
936,669
+198,567
111
$45.7M 0.24%
1,093,366
+56,903
112
$45.6M 0.24%
522,162
+141,557
113
$45.5M 0.24%
800,658
+166,075
114
$44.6M 0.23%
820,230
-36,262
115
$44.2M 0.23%
674,638
+7,247
116
$44.2M 0.23%
244,274
+5,889
117
$44.1M 0.23%
427,561
+5,410
118
$43.9M 0.23%
1,426,130
-34,236
119
$42.6M 0.22%
447,289
+78,559
120
$42.6M 0.22%
1,137,109
+67,308
121
$42.2M 0.22%
496,994
-5,506
122
$42M 0.22%
1,108,786
+225,660
123
$41.1M 0.21%
556,326
-13,718
124
$39.6M 0.2%
821,252
+24,799
125
$39.2M 0.2%
585,607
-7,064
3 4
5
6 7