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
1901
$335K ﹤0.01%
4,993
+298
1902
$334K ﹤0.01%
+25,236
1903
$333K ﹤0.01%
7,037
-57
1904
$332K ﹤0.01%
2,130
+178
1905
$332K ﹤0.01%
20,190
+1,250
1906
$332K ﹤0.01%
1,778
-766
1907
$331K ﹤0.01%
+13,243
1908
$331K ﹤0.01%
2,419
1909
$330K ﹤0.01%
+12,945
1910
$329K ﹤0.01%
12,739
+751
1911
$328K ﹤0.01%
42,350
1912
$327K ﹤0.01%
+4,126
1913
$327K ﹤0.01%
13,928
-107
1914
$327K ﹤0.01%
10,293
-10,180
1915
$327K ﹤0.01%
6,003
-6
1916
$326K ﹤0.01%
16,790
-6,235
1917
$326K ﹤0.01%
3,756
+28
1918
$326K ﹤0.01%
22,659
+2,123
1919
$324K ﹤0.01%
7,006
-435
1920
$323K ﹤0.01%
+24,242
1921
$323K ﹤0.01%
11,199
-837
1922
$322K ﹤0.01%
16,257
+753
1923
$322K ﹤0.01%
4,188
+428
1924
$319K ﹤0.01%
3,967
-48
1925
$317K ﹤0.01%
133,712
+62,603
75 76
77
78 79