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
1476
$758K ﹤0.01%
65,252
-31,342
1477
$753K ﹤0.01%
8,019
+190
1478
$752K ﹤0.01%
45,835
-1,445
1479
$751K ﹤0.01%
+35,197
1480
$749K ﹤0.01%
417
+41
1481
$748K ﹤0.01%
87,248
+7,480
1482
$745K ﹤0.01%
23,818
-1,617
1483
$745K ﹤0.01%
8,694
+165
1484
$745K ﹤0.01%
79,945
1485
$741K ﹤0.01%
58,662
-280
1486
$741K ﹤0.01%
10,658
+62
1487
$740K ﹤0.01%
12,940
+450
1488
$739K ﹤0.01%
44,718
+17,945
1489
$736K ﹤0.01%
64,470
-1,196
1490
$733K ﹤0.01%
17,340
-262
1491
$733K ﹤0.01%
5,312
+2,975
1492
$731K ﹤0.01%
13,878
+575
1493
$731K ﹤0.01%
18,484
+8,591
1494
$726K ﹤0.01%
+27,000
1495
$726K ﹤0.01%
14,808
+2,138
1496
$725K ﹤0.01%
15,272
-3,274
1497
$722K ﹤0.01%
23,810
-2,084
1498
$721K ﹤0.01%
10,425
-6,196
1499
$721K ﹤0.01%
20,634
+14,124
1500
$718K ﹤0.01%
26,853
+11,669
58 59
60
61 62