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
1676
$506K ﹤0.01%
9,828
-9,010
1677
$504K ﹤0.01%
11,752
+5,580
1678
$504K ﹤0.01%
+7,713
1679
$503K ﹤0.01%
23,349
-1,794
1680
$503K ﹤0.01%
116,696
+36,081
1681
$503K ﹤0.01%
7,345
-138
1682
$503K ﹤0.01%
15,900
+6,100
1683
$503K ﹤0.01%
9,930
+1,110
1684
$502K ﹤0.01%
9,608
+1,228
1685
$502K ﹤0.01%
14,790
+5,470
1686
$501K ﹤0.01%
62,296
+21,500
1687
$500K ﹤0.01%
5,511
+2,137
1688
$499K ﹤0.01%
50,027
+15,323
1689
$498K ﹤0.01%
12,848
+1,614
1690
$497K ﹤0.01%
8,244
-398
1691
$495K ﹤0.01%
6,590
-3,824
1692
$495K ﹤0.01%
16,014
-406
1693
$494K ﹤0.01%
5,557
-32,322
1694
$489K ﹤0.01%
12,871
-418
1695
$489K ﹤0.01%
7,698
-2,848
1696
$488K ﹤0.01%
18,798
+613
1697
$487K ﹤0.01%
7,644
+1,345
1698
$485K ﹤0.01%
3,141
+1,692
1699
$484K ﹤0.01%
9,150
-274
1700
$483K ﹤0.01%
8,540
+2,578
66 67
68
69 70