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
1526
$681K ﹤0.01%
10,931
+1,781
1527
$678K ﹤0.01%
+6,423
1528
$676K ﹤0.01%
11,332
-4,390
1529
$674K ﹤0.01%
20,280
-319
1530
$673K ﹤0.01%
10,461
+850
1531
$671K ﹤0.01%
45,868
-16,535
1532
$671K ﹤0.01%
30,876
+1,480
1533
$671K ﹤0.01%
3,857
+1,457
1534
$669K ﹤0.01%
373,957
-6,402
1535
$668K ﹤0.01%
18,676
+584
1536
$668K ﹤0.01%
25,377
+3,619
1537
$665K ﹤0.01%
21,577
+571
1538
$665K ﹤0.01%
17,939
-10,280
1539
$665K ﹤0.01%
17,986
+3,597
1540
$662K ﹤0.01%
16,167
-29,487
1541
$662K ﹤0.01%
12,863
+1,952
1542
$661K ﹤0.01%
29,520
-14,104
1543
$661K ﹤0.01%
+24,994
1544
$660K ﹤0.01%
18,449
-683
1545
$658K ﹤0.01%
9,735
-4,514
1546
$656K ﹤0.01%
27,588
-146
1547
$654K ﹤0.01%
48,555
-34,563
1548
$652K ﹤0.01%
7,750
+2,750
1549
$651K ﹤0.01%
22,400
+100
1550
$650K ﹤0.01%
17,832
+6,302
60 61
62
63 64