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
151
$33M 0.17%
1,066,949
+91,707
152
$32.3M 0.17%
545,007
+9,395
153
$31.7M 0.16%
229,998
+38,061
154
$31.7M 0.16%
185,615
+7,665
155
$30.5M 0.16%
244,549
+24,502
156
$30.2M 0.16%
1,147,078
+497,385
157
$29.9M 0.15%
194,167
-18,632
158
$29.9M 0.15%
622,360
+48,230
159
$29.8M 0.15%
434,257
+124,028
160
$29.7M 0.15%
248,303
+12,669
161
$29.5M 0.15%
573,266
-21,757
162
$29.4M 0.15%
915,980
+127,376
163
$29.1M 0.15%
282,554
+40,344
164
$28.6M 0.15%
955,250
+208,610
165
$28.6M 0.15%
1,906,539
+369,463
166
$27.8M 0.14%
835,050
-64,025
167
$27.4M 0.14%
540,861
+11,019
168
$27M 0.14%
368,459
+71,075
169
$27M 0.14%
870,101
-23,566
170
$26.9M 0.14%
336,854
-41,581
171
$26.8M 0.14%
652,586
-8,975
172
$26.8M 0.14%
823,985
-105,913
173
$26.8M 0.14%
538,281
-440
174
$26.5M 0.14%
585,410
-39,936
175
$25.3M 0.13%
1,135,047
-18,918
5 6
7
8 9