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
1301
$1.13M 0.01%
22,892
-53,063
1302
$1.13M 0.01%
39,076
-14,912
1303
$1.13M 0.01%
7,894
+4,821
1304
$1.13M 0.01%
24,303
+712
1305
$1.12M 0.01%
30,652
-956
1306
$1.12M 0.01%
21,842
+8,687
1307
$1.12M 0.01%
18,180
-5,042
1308
$1.12M 0.01%
52,571
-1,496
1309
$1.12M 0.01%
20,801
+15,264
1310
$1.12M 0.01%
26,927
+2,139
1311
$1.11M 0.01%
41,172
-95
1312
$1.11M 0.01%
31,338
-1,212
1313
$1.1M 0.01%
+65,000
1314
$1.1M 0.01%
+47,453
1315
$1.1M 0.01%
33,595
+301
1316
$1.1M 0.01%
144,135
+14,135
1317
$1.1M 0.01%
+19,968
1318
$1.08M 0.01%
31,720
+7,419
1319
$1.08M 0.01%
65,353
-46,360
1320
$1.08M 0.01%
31,190
+650
1321
$1.08M 0.01%
9,469
+577
1322
$1.08M 0.01%
35,512
1323
$1.08M 0.01%
17,342
+7,576
1324
$1.08M 0.01%
41,536
-1,100
1325
$1.07M 0.01%
23,551
+1,783
51 52
53
54 55