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
1801
$401K ﹤0.01%
12,884
+437
1802
$401K ﹤0.01%
25,663
-849
1803
$401K ﹤0.01%
7,860
-67
1804
$401K ﹤0.01%
5,571
-1,293
1805
$400K ﹤0.01%
9,121
-4,895
1806
$400K ﹤0.01%
180,832
-8,345
1807
$399K ﹤0.01%
9,593
-1,694
1808
$398K ﹤0.01%
77,239
-10,475
1809
$398K ﹤0.01%
16,492
+1,003
1810
$398K ﹤0.01%
2,564
+754
1811
$396K ﹤0.01%
11,084
-412
1812
$396K ﹤0.01%
+6,940
1813
$394K ﹤0.01%
+11,000
1814
$394K ﹤0.01%
4,764
-1
1815
$393K ﹤0.01%
13,200
1816
$393K ﹤0.01%
+4,860
1817
$391K ﹤0.01%
17,296
-14,602
1818
$391K ﹤0.01%
18,172
+2,538
1819
$391K ﹤0.01%
8,687
+80
1820
$391K ﹤0.01%
45,859
+12,198
1821
$390K ﹤0.01%
49,204
+7,200
1822
$389K ﹤0.01%
20,000
1823
$388K ﹤0.01%
+6,123
1824
$387K ﹤0.01%
+21,273
1825
$385K ﹤0.01%
19,330
-160
71 72
73
74 75