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
1926
$315K ﹤0.01%
4,930
+637
1927
$313K ﹤0.01%
6,287
+408
1928
$313K ﹤0.01%
4,782
-2,654
1929
$313K ﹤0.01%
6,417
-22
1930
$313K ﹤0.01%
13,961
1931
$313K ﹤0.01%
14,752
+753
1932
$312K ﹤0.01%
13,445
-46,575
1933
$311K ﹤0.01%
22,380
+980
1934
$311K ﹤0.01%
8,376
-2,108
1935
$310K ﹤0.01%
8,300
-340
1936
$310K ﹤0.01%
+16,845
1937
$309K ﹤0.01%
10,695
-4,596
1938
$308K ﹤0.01%
4,043
-5
1939
$307K ﹤0.01%
38,098
-2,258
1940
$307K ﹤0.01%
24,655
+7,564
1941
$307K ﹤0.01%
7,245
-6,394
1942
$306K ﹤0.01%
19,261
-4,696
1943
$306K ﹤0.01%
41,900
-5,967
1944
$306K ﹤0.01%
3,055
-291
1945
$305K ﹤0.01%
+5,104
1946
$305K ﹤0.01%
+4,248
1947
$304K ﹤0.01%
4,300
-6,296
1948
$304K ﹤0.01%
+14,791
1949
$304K ﹤0.01%
12,140
-24,112
1950
$303K ﹤0.01%
65,176
-36,098
76 77
78
79 80