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
1426
$821K ﹤0.01%
+43,410
1427
$820K ﹤0.01%
698
+66
1428
$819K ﹤0.01%
43,210
+2,036
1429
$817K ﹤0.01%
13,977
-32
1430
$816K ﹤0.01%
2,899
+98
1431
$813K ﹤0.01%
38,836
-13,865
1432
$812K ﹤0.01%
9,771
-4,397
1433
$812K ﹤0.01%
46,840
+21,931
1434
$811K ﹤0.01%
27,564
+696
1435
$809K ﹤0.01%
3,186
-809
1436
$809K ﹤0.01%
63,963
+33,580
1437
$805K ﹤0.01%
4,710
+173
1438
$805K ﹤0.01%
+44,048
1439
$800K ﹤0.01%
20,104
+6,877
1440
$799K ﹤0.01%
44,637
+2,401
1441
$799K ﹤0.01%
62,957
-23,515
1442
$799K ﹤0.01%
24,960
+10,273
1443
$798K ﹤0.01%
13,547
-471
1444
$798K ﹤0.01%
39,230
+1,496
1445
$798K ﹤0.01%
21,246
-2,921
1446
$795K ﹤0.01%
18,751
-1,365
1447
$795K ﹤0.01%
54,315
+3,650
1448
$794K ﹤0.01%
22,734
+11,750
1449
$794K ﹤0.01%
16,391
-61,005
1450
$794K ﹤0.01%
130,015
+1,800
56 57
58
59 60