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
1376
$938K ﹤0.01%
51,557
-21,924
1377
$932K ﹤0.01%
44,772
-1,248
1378
$931K ﹤0.01%
181,290
+11,926
1379
$927K ﹤0.01%
17,600
+2,010
1380
$927K ﹤0.01%
8,438
+100
1381
$925K ﹤0.01%
+23,937
1382
$923K ﹤0.01%
7,201
+120
1383
$919K ﹤0.01%
50,086
+2,846
1384
$918K ﹤0.01%
30,697
+6,863
1385
$915K ﹤0.01%
33,961
+3,752
1386
$909K ﹤0.01%
17,624
+4,981
1387
$908K ﹤0.01%
8,519
-413
1388
$908K ﹤0.01%
43,816
+29
1389
$903K ﹤0.01%
16,567
+916
1390
$903K ﹤0.01%
+19,204
1391
$901K ﹤0.01%
14,100
+3,564
1392
$901K ﹤0.01%
18,370
+50
1393
$900K ﹤0.01%
76,121
+21,411
1394
$900K ﹤0.01%
21,212
-2,659
1395
$897K ﹤0.01%
+17,417
1396
$896K ﹤0.01%
75,513
+49,972
1397
$894K ﹤0.01%
56,040
+25,060
1398
$890K ﹤0.01%
8,165
+1,521
1399
$889K ﹤0.01%
28,311
+3,923
1400
$884K ﹤0.01%
5,177
-725
54 55
56
57 58