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
1576
$617K ﹤0.01%
17,185
-1,096
1577
$617K ﹤0.01%
20,865
-25
1578
$617K ﹤0.01%
+20,000
1579
$616K ﹤0.01%
10,150
+1,676
1580
$616K ﹤0.01%
65,118
+28,955
1581
$616K ﹤0.01%
+33,811
1582
$613K ﹤0.01%
26,159
+776
1583
$613K ﹤0.01%
+6,161
1584
$613K ﹤0.01%
9,357
+400
1585
$611K ﹤0.01%
71,125
-2,894
1586
$609K ﹤0.01%
+10,661
1587
$608K ﹤0.01%
33,096
+2,484
1588
$608K ﹤0.01%
+33,767
1589
$606K ﹤0.01%
+18,217
1590
$606K ﹤0.01%
11,412
+235
1591
$605K ﹤0.01%
55,131
+11,870
1592
$605K ﹤0.01%
+25,332
1593
$605K ﹤0.01%
29,852
-2,243
1594
$604K ﹤0.01%
4,054
+56
1595
$602K ﹤0.01%
35,260
+4,228
1596
$601K ﹤0.01%
34,632
1597
$599K ﹤0.01%
18,415
+415
1598
$598K ﹤0.01%
43,071
-12,303
1599
$597K ﹤0.01%
7,508
-121
1600
$594K ﹤0.01%
+12,914
62 63
64
65 66