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
1276
$1.19M 0.01%
9,057
-357
1277
$1.18M 0.01%
68,372
-29,502
1278
$1.18M 0.01%
21,672
+2,216
1279
$1.18M 0.01%
15,915
+3,505
1280
$1.18M 0.01%
31,507
-32,011
1281
$1.18M 0.01%
82,486
+4,259
1282
$1.18M 0.01%
16,510
+723
1283
$1.17M 0.01%
25,270
-4,752
1284
$1.17M 0.01%
20,261
+5,459
1285
$1.17M 0.01%
36,794
+3,079
1286
$1.16M 0.01%
35,510
-5,190
1287
$1.16M 0.01%
19,477
+10,847
1288
$1.16M 0.01%
22,572
-1,045
1289
$1.16M 0.01%
16,090
+488
1290
$1.15M 0.01%
30,171
+3,891
1291
$1.15M 0.01%
40,405
+5,535
1292
$1.15M 0.01%
15,455
+924
1293
$1.14M 0.01%
54,708
1294
$1.14M 0.01%
70,135
-21,411
1295
$1.14M 0.01%
82,008
+3,595
1296
$1.14M 0.01%
29,218
+2,124
1297
$1.14M 0.01%
28,866
-853
1298
$1.14M 0.01%
54,337
+14,445
1299
$1.14M 0.01%
99,263
+68
1300
$1.13M 0.01%
+14,269
50 51
52
53 54