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
1226
$1.31M 0.01%
27,106
-1,301
1227
$1.31M 0.01%
67,630
-218
1228
$1.31M 0.01%
154,549
-8,115
1229
$1.3M 0.01%
52,691
+24,996
1230
$1.3M 0.01%
21,556
+4,536
1231
$1.29M 0.01%
23,216
+2,363
1232
$1.29M 0.01%
30,991
+10,079
1233
$1.28M 0.01%
9,973
-694
1234
$1.28M 0.01%
79,060
+4,203
1235
$1.28M 0.01%
9,674
+942
1236
$1.28M 0.01%
24,167
-37,116
1237
$1.28M 0.01%
28,706
+3,708
1238
$1.28M 0.01%
68,028
-12,423
1239
$1.27M 0.01%
54,451
+40,629
1240
$1.27M 0.01%
44,140
+19,354
1241
$1.27M 0.01%
23,623
-25,440
1242
$1.27M 0.01%
19,234
-7,804
1243
$1.27M 0.01%
29,127
+3,720
1244
$1.27M 0.01%
21,348
-3,575
1245
$1.26M 0.01%
39,859
+2,828
1246
$1.26M 0.01%
49,881
-6,592
1247
$1.26M 0.01%
42,172
-38,590
1248
$1.25M 0.01%
43,907
+6,970
1249
$1.25M 0.01%
92,705
-30,000
1250
$1.25M 0.01%
56,404
-108
48 49
50
51 52