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
1501
$716K ﹤0.01%
24,900
+17,700
1502
$716K ﹤0.01%
47,576
+15,700
1503
$716K ﹤0.01%
32,841
-9,312
1504
$716K ﹤0.01%
20,281
+10,730
1505
$715K ﹤0.01%
96,967
+2,394
1506
$714K ﹤0.01%
45,000
-1,075
1507
$710K ﹤0.01%
10,890
-47,526
1508
$707K ﹤0.01%
27,625
-30
1509
$705K ﹤0.01%
743
+332
1510
$702K ﹤0.01%
51,967
-1,307
1511
$702K ﹤0.01%
17,289
+730
1512
$698K ﹤0.01%
21,786
-1,810
1513
$697K ﹤0.01%
31,688
+696
1514
$695K ﹤0.01%
7,760
-140
1515
$694K ﹤0.01%
22,088
-2,016
1516
$691K ﹤0.01%
10,828
-2,412
1517
$690K ﹤0.01%
21,851
+18,102
1518
$689K ﹤0.01%
+10,943
1519
$687K ﹤0.01%
18,298
+7,337
1520
$686K ﹤0.01%
16,555
+2,342
1521
$686K ﹤0.01%
19,694
+13,490
1522
$683K ﹤0.01%
+16,772
1523
$683K ﹤0.01%
5,048
-1,842
1524
$682K ﹤0.01%
12,782
-648
1525
$681K ﹤0.01%
9,397
-47
59 60
61
62 63