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
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
$289K ﹤0.01%
+14,841
1982
$288K ﹤0.01%
3,632
-861
1983
$288K ﹤0.01%
1,193
-35
1984
$288K ﹤0.01%
+7,120
1985
$287K ﹤0.01%
38,600
+23,300
1986
$287K ﹤0.01%
11,488
+1,252
1987
$287K ﹤0.01%
2,742
-131
1988
$285K ﹤0.01%
5,483
+188
1989
$285K ﹤0.01%
16,386
-37,636
1990
$284K ﹤0.01%
6,094
+128
1991
$283K ﹤0.01%
5,263
+158
1992
$282K ﹤0.01%
21,022
+1,696
1993
$280K ﹤0.01%
16,292
+1,002
1994
$279K ﹤0.01%
+7,658
1995
$278K ﹤0.01%
+31,124
1996
$278K ﹤0.01%
20,533
-48,812
1997
$277K ﹤0.01%
21,644
-4,200
1998
$277K ﹤0.01%
6,057
+512
1999
$275K ﹤0.01%
20,886
+1,938
2000
$275K ﹤0.01%
51,314
-8,550
78 79
80
81 82