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
1601
$594K ﹤0.01%
11,438
+66
1602
$593K ﹤0.01%
24,684
+2,342
1603
$593K ﹤0.01%
10,694
-34
1604
$592K ﹤0.01%
17,417
+7,347
1605
$589K ﹤0.01%
14,647
+4,444
1606
$588K ﹤0.01%
9,187
+106
1607
$587K ﹤0.01%
13,080
-493
1608
$586K ﹤0.01%
20,934
+4,510
1609
$583K ﹤0.01%
3,062
+518
1610
$583K ﹤0.01%
22,092
+364
1611
$579K ﹤0.01%
6,360
-244
1612
$579K ﹤0.01%
13,664
+2,667
1613
$579K ﹤0.01%
136,987
+112,508
1614
$579K ﹤0.01%
32,541
+210
1615
$578K ﹤0.01%
24,634
-5,562
1616
$576K ﹤0.01%
13,400
+1,400
1617
$575K ﹤0.01%
9,335
+1,428
1618
$573K ﹤0.01%
12,739
+190
1619
$573K ﹤0.01%
27,463
-7,475
1620
$570K ﹤0.01%
3,864
+696
1621
$567K ﹤0.01%
21,743
+1,053
1622
$567K ﹤0.01%
21,350
+880
1623
$566K ﹤0.01%
+15,291
1624
$566K ﹤0.01%
3,703
-704
1625
$564K ﹤0.01%
28,405
-2,814
63 64
65
66 67