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
1451
$790K ﹤0.01%
21,569
-1,710
1452
$787K ﹤0.01%
66,144
-1,322
1453
$785K ﹤0.01%
19,103
-7,710
1454
$785K ﹤0.01%
+12,900
1455
$784K ﹤0.01%
64,097
-9,227
1456
$783K ﹤0.01%
93,827
-53,980
1457
$783K ﹤0.01%
37,306
-689
1458
$783K ﹤0.01%
6,327
+30
1459
$782K ﹤0.01%
44,765
+29,615
1460
$782K ﹤0.01%
13,494
+240
1461
$780K ﹤0.01%
31,777
+48
1462
$779K ﹤0.01%
31,706
+2,907
1463
$777K ﹤0.01%
22,341
-659
1464
$775K ﹤0.01%
25,189
+13,142
1465
$772K ﹤0.01%
30,072
+6,201
1466
$772K ﹤0.01%
79,717
-9,445
1467
$771K ﹤0.01%
+2,131
1468
$769K ﹤0.01%
20,250
-2,119
1469
$769K ﹤0.01%
+8,217
1470
$766K ﹤0.01%
102,539
+1,350
1471
$765K ﹤0.01%
36,481
-497
1472
$764K ﹤0.01%
130,640
+14,961
1473
$762K ﹤0.01%
25,806
+1,059
1474
$761K ﹤0.01%
13,931
+224
1475
$758K ﹤0.01%
25,847
+466
57 58
59
60 61