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
1826
$385K ﹤0.01%
+30,320
1827
$384K ﹤0.01%
3,379
+188
1828
$384K ﹤0.01%
7,178
+163
1829
$383K ﹤0.01%
13,362
+66
1830
$382K ﹤0.01%
6,944
+1,866
1831
$381K ﹤0.01%
+7,819
1832
$381K ﹤0.01%
16,684
+4,512
1833
$380K ﹤0.01%
9,791
+1,134
1834
$380K ﹤0.01%
126,816
-542
1835
$379K ﹤0.01%
6,075
-5,067
1836
$379K ﹤0.01%
12,743
+1,050
1837
$378K ﹤0.01%
6,244
-531
1838
$377K ﹤0.01%
15,002
+383
1839
$374K ﹤0.01%
8,617
+45
1840
$373K ﹤0.01%
25,120
+6,501
1841
$371K ﹤0.01%
13,046
-39
1842
$371K ﹤0.01%
26,414
+4,700
1843
$371K ﹤0.01%
23,831
+11,706
1844
$370K ﹤0.01%
6,611
+365
1845
$369K ﹤0.01%
7,050
+3,210
1846
$369K ﹤0.01%
4,265
-749
1847
$369K ﹤0.01%
7,834
+972
1848
$368K ﹤0.01%
15,807
-1,084
1849
$368K ﹤0.01%
+5,269
1850
$368K ﹤0.01%
520
+108
72 73
74
75 76