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
1951
$302K ﹤0.01%
+4,710
1952
$302K ﹤0.01%
+6,120
1953
$302K ﹤0.01%
11,766
-40
1954
$301K ﹤0.01%
7,082
+2
1955
$301K ﹤0.01%
6,230
-2,504
1956
$301K ﹤0.01%
23,002
-17,286
1957
$301K ﹤0.01%
21,288
+245
1958
$298K ﹤0.01%
13,220
+2,301
1959
$298K ﹤0.01%
1,366
+173
1960
$298K ﹤0.01%
12,151
+637
1961
$298K ﹤0.01%
+4,270
1962
$297K ﹤0.01%
14,905
+150
1963
$297K ﹤0.01%
48,977
-1,244
1964
$297K ﹤0.01%
+3,308
1965
$297K ﹤0.01%
17,617
+89
1966
$297K ﹤0.01%
+6,100
1967
$296K ﹤0.01%
9,858
+2,900
1968
$296K ﹤0.01%
+5,391
1969
$295K ﹤0.01%
12,693
1970
$294K ﹤0.01%
+10,701
1971
$294K ﹤0.01%
10,715
+2,335
1972
$294K ﹤0.01%
12,059
+2,781
1973
$294K ﹤0.01%
5,618
+1,223
1974
$293K ﹤0.01%
+19,373
1975
$292K ﹤0.01%
10,154
-98
77 78
79
80 81