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
1851
$368K ﹤0.01%
37,171
-328
1852
$366K ﹤0.01%
967
-330
1853
$363K ﹤0.01%
131
-75
1854
$362K ﹤0.01%
23,250
-65,000
1855
$362K ﹤0.01%
26,842
+392
1856
$362K ﹤0.01%
+23,449
1857
$361K ﹤0.01%
+14,701
1858
$360K ﹤0.01%
30,100
-123,400
1859
$360K ﹤0.01%
24,287
+2,135
1860
$358K ﹤0.01%
2,050
+218
1861
$357K ﹤0.01%
19,599
+8,720
1862
$357K ﹤0.01%
12,835
+1,180
1863
$356K ﹤0.01%
20,658
1864
$355K ﹤0.01%
+7,000
1865
$354K ﹤0.01%
3,239
1866
$354K ﹤0.01%
+4,028
1867
$353K ﹤0.01%
17,760
+4,127
1868
$353K ﹤0.01%
3,148
-818
1869
$353K ﹤0.01%
11,954
+40
1870
$352K ﹤0.01%
11,425
-500
1871
$351K ﹤0.01%
540
+78
1872
$351K ﹤0.01%
34,155
-48
1873
$351K ﹤0.01%
38,261
-8,167
1874
$349K ﹤0.01%
16,040
+710
1875
$347K ﹤0.01%
+6,804
73 74
75
76 77