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
1751
$441K ﹤0.01%
28,766
+8,593
1752
$440K ﹤0.01%
21,711
+1,121
1753
$440K ﹤0.01%
13,216
+3,204
1754
$438K ﹤0.01%
19,640
+3,675
1755
$438K ﹤0.01%
10,380
+582
1756
$438K ﹤0.01%
+8,871
1757
$435K ﹤0.01%
3,948
+685
1758
$432K ﹤0.01%
8,346
+1,777
1759
$432K ﹤0.01%
55,768
+23,894
1760
$430K ﹤0.01%
63,100
+3,600
1761
$430K ﹤0.01%
7,295
+25
1762
$429K ﹤0.01%
27,870
+5,395
1763
$429K ﹤0.01%
15,300
-103
1764
$428K ﹤0.01%
19,246
+525
1765
$428K ﹤0.01%
27,338
+10
1766
$427K ﹤0.01%
80,550
-9,900
1767
$426K ﹤0.01%
32,600
+1,000
1768
$424K ﹤0.01%
49,290
1769
$423K ﹤0.01%
15,439
+4,511
1770
$420K ﹤0.01%
4,822
+592
1771
$420K ﹤0.01%
+2,210
1772
$419K ﹤0.01%
13,100
+800
1773
$418K ﹤0.01%
26,747
+6,062
1774
$418K ﹤0.01%
13,959
+2,820
1775
$417K ﹤0.01%
29,879
+5,717
69 70
71
72 73