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
2051
$250K ﹤0.01%
2,446
-125
2052
$250K ﹤0.01%
15,698
+59
2053
$250K ﹤0.01%
13,636
-130
2054
$250K ﹤0.01%
2,449
+330
2055
$249K ﹤0.01%
1,048
+65
2056
$248K ﹤0.01%
4,434
+384
2057
$248K ﹤0.01%
+9,639
2058
$248K ﹤0.01%
6,783
-2,762
2059
$247K ﹤0.01%
18,493
-6,045
2060
$247K ﹤0.01%
10,206
+50
2061
$247K ﹤0.01%
10,318
2062
$247K ﹤0.01%
+14,400
2063
$247K ﹤0.01%
12,240
-577
2064
$246K ﹤0.01%
43,705
-168
2065
$246K ﹤0.01%
11,463
+208
2066
$245K ﹤0.01%
6,025
-650
2067
$245K ﹤0.01%
16,000
2068
$245K ﹤0.01%
20,433
+10,084
2069
$244K ﹤0.01%
13,636
+562
2070
$244K ﹤0.01%
13,894
-10,319
2071
$243K ﹤0.01%
2,257
-80
2072
$242K ﹤0.01%
47,440
-31,408
2073
$242K ﹤0.01%
+5,852
2074
– –
0
2075
$242K ﹤0.01%
4,450
81 82
83
84 85