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
176
$25.3M 0.13%
484,404
+152,205
177
$25.3M 0.13%
233,405
+6,145
178
$25.2M 0.13%
624,354
+34,120
179
$25.2M 0.13%
1,192,984
-16,081
180
$24.9M 0.13%
1,469,485
+157,075
181
$24.8M 0.13%
71,962
+37,239
182
$24.7M 0.13%
194,352
+4,440
183
$24.7M 0.13%
231,929
+18,805
184
$24.7M 0.13%
142,674
+14,263
185
$24.6M 0.13%
271,831
+21,850
186
$24.4M 0.13%
569,139
+57,923
187
$24.4M 0.13%
316,216
+70,039
188
$24.4M 0.13%
503,447
+20,997
189
$24M 0.12%
274,133
+10,851
190
$23.9M 0.12%
1,243,396
+868,822
191
$23.8M 0.12%
4,826,583
+875,605
192
$23.7M 0.12%
295,600
+9,334
193
$23.5M 0.12%
269,829
-48,039
194
$23.5M 0.12%
592,487
+14,298
195
$23.4M 0.12%
552,744
+58,788
196
$22.7M 0.12%
+372,493
197
$22.6M 0.12%
192,023
+44,491
198
$22.1M 0.11%
337,292
+17,470
199
$22.1M 0.11%
585,408
-18,230
200
$22M 0.11%
309,342
+20,878
6 7
8
9 10