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
1726
$459K ﹤0.01%
13,522
-5,699
1727
$459K ﹤0.01%
8,775
-418
1728
$458K ﹤0.01%
13,089
-1,333
1729
$458K ﹤0.01%
13,555
-242
1730
$457K ﹤0.01%
17,691
-3,350
1731
$456K ﹤0.01%
3,807
+173
1732
$456K ﹤0.01%
12,781
+3
1733
$456K ﹤0.01%
18,809
-863
1734
$454K ﹤0.01%
+10,000
1735
$454K ﹤0.01%
+20,631
1736
$454K ﹤0.01%
4,226
-114
1737
$453K ﹤0.01%
16,365
+25
1738
$453K ﹤0.01%
+22,430
1739
$452K ﹤0.01%
5,625
-59
1740
$451K ﹤0.01%
46,950
1741
$451K ﹤0.01%
22,354
-2,454
1742
$448K ﹤0.01%
19,743
+4,800
1743
$448K ﹤0.01%
30,535
+250
1744
$448K ﹤0.01%
+26,894
1745
$447K ﹤0.01%
14,698
+100
1746
$446K ﹤0.01%
5,083
+304
1747
$446K ﹤0.01%
14,044
+1,614
1748
$446K ﹤0.01%
44,371
-1,775
1749
$444K ﹤0.01%
5,003
+564
1750
$444K ﹤0.01%
8,475
+4,389
68 69
70
71 72