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
1351
$1.01M 0.01%
25,661
-6,030
1352
$1.01M 0.01%
16,945
-100
1353
$1.01M 0.01%
22,117
-9,890
1354
$1M 0.01%
15,000
-41,663
1355
$1M 0.01%
7,563
+292
1356
$997K 0.01%
145,626
-3,197
1357
$994K 0.01%
66,258
+6,885
1358
$989K 0.01%
31,860
+2,000
1359
$981K 0.01%
14,188
+1,966
1360
$977K 0.01%
7,575
+63
1361
$974K 0.01%
+46,296
1362
$971K 0.01%
44,151
-23,362
1363
$970K 0.01%
+9,196
1364
$967K 0.01%
42,057
+27
1365
$965K 0.01%
105,399
-2,721
1366
$964K 0.01%
73,271
+6,066
1367
$960K 0.01%
20,083
+8,803
1368
$960K 0.01%
60,912
+18
1369
$956K ﹤0.01%
4,406
+609
1370
$954K ﹤0.01%
187,611
+137,212
1371
$953K ﹤0.01%
16,117
+791
1372
$949K ﹤0.01%
8,378
-94
1373
$948K ﹤0.01%
19,246
+186
1374
$947K ﹤0.01%
17,137
+1,658
1375
$944K ﹤0.01%
30,575
+22,550
53 54
55
56 57