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
1626
$563K ﹤0.01%
31,852
-6,636
1627
$562K ﹤0.01%
7,630
+1,225
1628
$557K ﹤0.01%
+18,564
1629
$555K ﹤0.01%
35,530
-2,132
1630
$555K ﹤0.01%
16,039
-6,441
1631
$553K ﹤0.01%
24,500
-11,000
1632
$553K ﹤0.01%
+25,469
1633
$553K ﹤0.01%
33,547
-1,539
1634
$553K ﹤0.01%
10,752
-541
1635
$551K ﹤0.01%
57,954
+2,748
1636
$550K ﹤0.01%
+23,950
1637
$549K ﹤0.01%
18,187
+2,435
1638
$548K ﹤0.01%
+22,147
1639
$547K ﹤0.01%
33,263
+2,926
1640
$547K ﹤0.01%
43,388
+1,488
1641
$547K ﹤0.01%
7,521
+2,362
1642
$547K ﹤0.01%
+5,200
1643
$546K ﹤0.01%
14,966
+606
1644
$546K ﹤0.01%
51,975
-6,758
1645
$545K ﹤0.01%
46,795
+18,556
1646
$545K ﹤0.01%
4,892
+142
1647
$545K ﹤0.01%
33,385
+1,225
1648
$545K ﹤0.01%
+23,752
1649
$544K ﹤0.01%
12,200
+2,864
1650
$542K ﹤0.01%
+6,078
64 65
66
67 68