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
1976
$292K ﹤0.01%
2,957
+495
1977
$292K ﹤0.01%
4,812
+435
1978
$292K ﹤0.01%
+11,953
1979
$291K ﹤0.01%
6,484
+1,910
1980
$290K ﹤0.01%
399
-22
1981
$290K ﹤0.01%
25,000
1982
$289K ﹤0.01%
+14,841
1983
$288K ﹤0.01%
3,632
-861
1984
$288K ﹤0.01%
1,193
-35
1985
$288K ﹤0.01%
+7,120
1986
$287K ﹤0.01%
38,600
+23,300
1987
$287K ﹤0.01%
11,488
+1,252
1988
$287K ﹤0.01%
2,742
-131
1989
$285K ﹤0.01%
5,483
+188
1990
$285K ﹤0.01%
16,386
-37,636
1991
$284K ﹤0.01%
6,094
+128
1992
$283K ﹤0.01%
5,263
+158
1993
$282K ﹤0.01%
21,022
+1,696
1994
$280K ﹤0.01%
16,292
+1,002
1995
$279K ﹤0.01%
+7,658
1996
$278K ﹤0.01%
+31,124
1997
$278K ﹤0.01%
20,533
-48,812
1998
$277K ﹤0.01%
21,644
-4,200
1999
$277K ﹤0.01%
6,057
+512
2000
$275K ﹤0.01%
20,886
+1,938
78 79
80
81 82