Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$328M
2
+$84.9M
3
+$53.3M
4
KO icon
Coca-Cola
KO
+$45.9M
5
HD icon
Home Depot
HD
+$35.8M

Top Sells

1
+$54.7M
2
+$19.8M
3
+$19.1M
4
AKRX
Akorn Inc
AKRX
+$17.7M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$17.5M

Sector Composition

1 Healthcare 13.84%
2 Technology 11.37%
3 Industrials 10.06%
4 Financials 9.96%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$346K ﹤0.01%
+6,862
1877
$346K ﹤0.01%
16,479
-245
1878
$346K ﹤0.01%
+5,808
1879
$346K ﹤0.01%
+9,272
1880
$345K ﹤0.01%
6,624
-1,545
1881
$344K ﹤0.01%
+7,735
1882
$344K ﹤0.01%
33,092
+536
1883
$344K ﹤0.01%
2,154
+330
1884
$344K ﹤0.01%
+5,740
1885
$343K ﹤0.01%
9,401
+1,648
1886
$342K ﹤0.01%
12,357
-39,274
1887
$342K ﹤0.01%
38,849
-1,086
1888
$342K ﹤0.01%
15,189
-311
1889
$342K ﹤0.01%
+7,293
1890
$340K ﹤0.01%
+4,866
1891
$339K ﹤0.01%
3,039
+335
1892
$339K ﹤0.01%
13,221
-52
1893
$339K ﹤0.01%
14,530
+1,013
1894
$339K ﹤0.01%
8,474
+820
1895
$338K ﹤0.01%
+4,965
1896
$337K ﹤0.01%
6,617
1897
$336K ﹤0.01%
8,832
+70
1898
$336K ﹤0.01%
12,673
+12
1899
$336K ﹤0.01%
7,330
+1,634
1900
$336K ﹤0.01%
+8,694
74 75
76
77 78