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
1701
$483K ﹤0.01%
14,165
+816
1702
$478K ﹤0.01%
12,541
+2,014
1703
$477K ﹤0.01%
11,432
-2,572
1704
$474K ﹤0.01%
66,973
-1,838
1705
$474K ﹤0.01%
13,395
-1,089
1706
$474K ﹤0.01%
102,697
-13,483
1707
$473K ﹤0.01%
10,778
+2,135
1708
$473K ﹤0.01%
7,654
-186
1709
$471K ﹤0.01%
15,402
-405
1710
$471K ﹤0.01%
+8,832
1711
$470K ﹤0.01%
23,930
-2,760
1712
$469K ﹤0.01%
+70,350
1713
$468K ﹤0.01%
16,861
-1,564
1714
$467K ﹤0.01%
10,785
-91,822
1715
$467K ﹤0.01%
18,800
+1,140
1716
$466K ﹤0.01%
40,150
+556
1717
$465K ﹤0.01%
27,383
+9,768
1718
$465K ﹤0.01%
17,768
1719
$465K ﹤0.01%
89,685
+3,920
1720
$463K ﹤0.01%
+8,996
1721
$462K ﹤0.01%
10,491
-87,071
1722
$462K ﹤0.01%
17,754
-300
1723
$461K ﹤0.01%
25,636
+171
1724
$461K ﹤0.01%
11,053
-94,663
1725
$460K ﹤0.01%
4,745
+1,734
67 68
69
70 71