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
1651
$541K ﹤0.01%
10,609
+536
1652
$538K ﹤0.01%
44,083
-50,139
1653
$538K ﹤0.01%
30,317
+702
1654
$538K ﹤0.01%
1,311
-448
1655
$537K ﹤0.01%
7,650
-1,694
1656
$536K ﹤0.01%
16,500
1657
$536K ﹤0.01%
20,896
+7,821
1658
$535K ﹤0.01%
27,096
+526
1659
$535K ﹤0.01%
4,170
+2,233
1660
$533K ﹤0.01%
15,528
+7,710
1661
$533K ﹤0.01%
+25,844
1662
$531K ﹤0.01%
36,636
-134
1663
$529K ﹤0.01%
16,274
+440
1664
$523K ﹤0.01%
37,952
+1,459
1665
$520K ﹤0.01%
16,142
+457
1666
$520K ﹤0.01%
+30,942
1667
$519K ﹤0.01%
+39,240
1668
$518K ﹤0.01%
9,701
+2,545
1669
$518K ﹤0.01%
12,343
-17,856
1670
$517K ﹤0.01%
1,683
+761
1671
$516K ﹤0.01%
16,437
-10,212
1672
$514K ﹤0.01%
62,329
-4,272
1673
$513K ﹤0.01%
+19,299
1674
$510K ﹤0.01%
42,380
+50
1675
$507K ﹤0.01%
6,830
-175
65 66
67
68 69