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
1251
$1.25M 0.01%
37,164
+18,990
1252
$1.24M 0.01%
282,439
+3,220
1253
$1.24M 0.01%
68,032
-9,367
1254
$1.24M 0.01%
25,570
+14,392
1255
$1.24M 0.01%
19,766
-196,814
1256
$1.24M 0.01%
33,270
-1,670
1257
$1.24M 0.01%
959
-4,109
1258
$1.23M 0.01%
7,731
+1,028
1259
$1.23M 0.01%
36,685
+28
1260
$1.22M 0.01%
22,399
+3,642
1261
$1.22M 0.01%
16,586
-1,700
1262
$1.22M 0.01%
26,050
+659
1263
$1.21M 0.01%
24,531
+15,791
1264
$1.21M 0.01%
53,303
-943
1265
$1.21M 0.01%
86,443
+2,370
1266
$1.21M 0.01%
31,137
+7,430
1267
$1.21M 0.01%
57,215
-258
1268
$1.21M 0.01%
46,216
+6,548
1269
$1.21M 0.01%
54,226
-65
1270
$1.21M 0.01%
53,133
+34,991
1271
$1.2M 0.01%
75,116
+42,112
1272
$1.2M 0.01%
49,138
+25,934
1273
$1.2M 0.01%
38,975
+8,938
1274
$1.2M 0.01%
107,868
-289,875
1275
$1.19M 0.01%
38,378
-77,934
49 50
51
52 53