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
126
$38.8M 0.2%
657,398
+11,834
127
$38.8M 0.2%
401,393
-114,084
128
$38.3M 0.2%
580,827
+4,847
129
$38.2M 0.2%
1,049,247
+37,797
130
$37.6M 0.19%
388,526
-69,203
131
$37.6M 0.19%
351,263
+245,391
132
$37.6M 0.19%
423,397
-24,397
133
$37.2M 0.19%
218,755
+25,793
134
$36.6M 0.19%
238,551
-16,491
135
$36.2M 0.19%
300,362
+5,635
136
$36M 0.19%
621,607
+22,647
137
$35.5M 0.18%
1,035,738
+54,774
138
$35.1M 0.18%
116,053
-2,527
139
$34.9M 0.18%
429,730
-3,321
140
$34.7M 0.18%
429,160
-544
141
$34.6M 0.18%
601,304
+2,175
142
$34.5M 0.18%
727,753
+15,139
143
$34.5M 0.18%
408,782
-165,578
144
$34.4M 0.18%
360,035
+133,374
145
$33.5M 0.17%
393,428
-635,115
146
$33.4M 0.17%
138,324
+24,147
147
$33.3M 0.17%
152,582
+28,856
148
$33.1M 0.17%
360,934
+24,560
149
$33.1M 0.17%
1,528,000
+131,880
150
$33M 0.17%
343,708
+182,624
4 5
6
7 8