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
1401
$883K ﹤0.01%
18,756
+1,370
1402
$880K ﹤0.01%
20,740
-1,298
1403
$874K ﹤0.01%
41,138
-10,952
1404
$874K ﹤0.01%
10,424
+603
1405
$870K ﹤0.01%
16,213
+2,353
1406
$870K ﹤0.01%
+40,839
1407
$869K ﹤0.01%
23,724
+1,256
1408
$868K ﹤0.01%
427
+44
1409
$866K ﹤0.01%
14,387
+7,849
1410
$864K ﹤0.01%
9,912
+2,352
1411
$863K ﹤0.01%
35,728
+4,793
1412
$853K ﹤0.01%
20,373
-2,898
1413
$852K ﹤0.01%
636
-225
1414
$851K ﹤0.01%
47,421
-5,790
1415
$849K ﹤0.01%
55,712
+3,451
1416
$849K ﹤0.01%
73,880
+10,322
1417
$849K ﹤0.01%
9,767
-5,418
1418
$845K ﹤0.01%
24,950
-2,418
1419
$838K ﹤0.01%
52,575
-16,775
1420
$832K ﹤0.01%
13,368
+1,409
1421
$828K ﹤0.01%
307,981
+75,389
1422
$828K ﹤0.01%
30,707
+71
1423
$824K ﹤0.01%
12,209
+48
1424
$822K ﹤0.01%
17,691
-5,231
1425
$821K ﹤0.01%
103,157
-366,338
55 56
57
58 59