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
1326
$1.07M 0.01%
64,981
-35,557
1327
$1.07M 0.01%
138,933
-2,869
1328
$1.07M 0.01%
78,925
+41,550
1329
$1.07M 0.01%
165,330
-41,484
1330
$1.07M 0.01%
59,373
+5,494
1331
$1.07M 0.01%
27,548
+11,774
1332
$1.07M 0.01%
36,308
-2,095
1333
$1.07M 0.01%
30,016
-245
1334
$1.06M 0.01%
+40,288
1335
$1.06M 0.01%
13,313
-10,149
1336
$1.06M 0.01%
17,032
+843
1337
$1.06M 0.01%
+30,000
1338
$1.05M 0.01%
7,800
+800
1339
$1.05M 0.01%
88,193
+899
1340
$1.04M 0.01%
46,350
-100
1341
$1.03M 0.01%
49,157
+3,711
1342
$1.03M 0.01%
21,178
+629
1343
$1.03M 0.01%
6,175
-118
1344
$1.03M 0.01%
+85,092
1345
$1.03M 0.01%
28,064
+15,067
1346
$1.02M 0.01%
80,860
+18,785
1347
$1.02M 0.01%
35,825
+525
1348
$1.02M 0.01%
26,886
+18,816
1349
$1.02M 0.01%
29,254
+5,983
1350
$1.02M 0.01%
+95,052
52 53
54
55 56