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
2101
$229K ﹤0.01%
40,934
+12,607
2102
$227K ﹤0.01%
10,296
-13,939
2103
$227K ﹤0.01%
11,474
+2,284
2104
$227K ﹤0.01%
19,256
-420
2105
$227K ﹤0.01%
1,828
-64
2106
$226K ﹤0.01%
+7,600
2107
$226K ﹤0.01%
3,106
-433
2108
$225K ﹤0.01%
+7,037
2109
$223K ﹤0.01%
8,833
-6,171
2110
$223K ﹤0.01%
9,844
-1,795
2111
$223K ﹤0.01%
119,880
-1,800
2112
$222K ﹤0.01%
6,900
-100
2113
$221K ﹤0.01%
3,365
-21
2114
$221K ﹤0.01%
16,487
+244
2115
$221K ﹤0.01%
10,445
-2,325
2116
$220K ﹤0.01%
16,071
-839
2117
$219K ﹤0.01%
16,037
+60
2118
$219K ﹤0.01%
+4,414
2119
$219K ﹤0.01%
+6,124
2120
$218K ﹤0.01%
+11,166
2121
$218K ﹤0.01%
+9,333
2122
$218K ﹤0.01%
15,781
2123
$218K ﹤0.01%
+1,868
2124
$218K ﹤0.01%
14,965
+616
2125
$217K ﹤0.01%
16,440
+959
83 84
85
86 87