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
1551
$648K ﹤0.01%
32,500
-247,586
1552
$646K ﹤0.01%
+7,300
1553
$645K ﹤0.01%
9,492
+2,092
1554
$644K ﹤0.01%
+10,250
1555
$644K ﹤0.01%
128,458
+1,058
1556
$642K ﹤0.01%
34,411
-1,935
1557
$641K ﹤0.01%
30,250
+4,250
1558
$641K ﹤0.01%
11,645
-629
1559
$640K ﹤0.01%
11,106
-90
1560
$638K ﹤0.01%
19,676
+13,130
1561
$637K ﹤0.01%
23,477
-6,848
1562
$637K ﹤0.01%
27,649
+14,784
1563
$633K ﹤0.01%
22,693
+4,133
1564
$633K ﹤0.01%
9,016
-579
1565
$632K ﹤0.01%
67,072
-39,742
1566
$631K ﹤0.01%
+27,507
1567
$630K ﹤0.01%
4,449
-35
1568
$629K ﹤0.01%
27,203
+5,959
1569
$627K ﹤0.01%
17,308
+5,556
1570
$624K ﹤0.01%
6,807
+70
1571
$623K ﹤0.01%
7,512
1572
$622K ﹤0.01%
15,001
-597
1573
$618K ﹤0.01%
8,396
+60
1574
$618K ﹤0.01%
128,400
+51,875
1575
$618K ﹤0.01%
4,815
-566
61 62
63
64 65