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
1776
$417K ﹤0.01%
11,242
-680
1777
$417K ﹤0.01%
84,172
-21,612
1778
$416K ﹤0.01%
20,987
+225
1779
$415K ﹤0.01%
8,904
+79
1780
$414K ﹤0.01%
9,569
+1,895
1781
$414K ﹤0.01%
21,920
-250
1782
$413K ﹤0.01%
19,231
-25
1783
$413K ﹤0.01%
26,727
+104
1784
$413K ﹤0.01%
44,181
+386
1785
$412K ﹤0.01%
+33,336
1786
$412K ﹤0.01%
3,364
-873
1787
$410K ﹤0.01%
17,961
+321
1788
$409K ﹤0.01%
37,903
-406
1789
$408K ﹤0.01%
3,281
+185
1790
$408K ﹤0.01%
22,650
-11,202
1791
$407K ﹤0.01%
32,179
+165
1792
$406K ﹤0.01%
9,796
-35
1793
$405K ﹤0.01%
12,732
-314
1794
$404K ﹤0.01%
3,846
-566
1795
$404K ﹤0.01%
+7,688
1796
$404K ﹤0.01%
31,534
+1,294
1797
$403K ﹤0.01%
66,393
+3,031
1798
$403K ﹤0.01%
+2,218
1799
$402K ﹤0.01%
30,705
+1,775
1800
$402K ﹤0.01%
3,112
-362
70 71
72
73 74