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
2101
$227K ﹤0.01%
10,296
-13,939
2102
$227K ﹤0.01%
11,474
+2,284
2103
$227K ﹤0.01%
19,256
-420
2104
$227K ﹤0.01%
1,828
-64
2105
$226K ﹤0.01%
+7,600
2106
$226K ﹤0.01%
3,106
-433
2107
$225K ﹤0.01%
+7,037
2108
$223K ﹤0.01%
8,833
-6,171
2109
$223K ﹤0.01%
9,844
-1,795
2110
$223K ﹤0.01%
119,880
-1,800
2111
$222K ﹤0.01%
6,900
-100
2112
$221K ﹤0.01%
3,365
-21
2113
$221K ﹤0.01%
16,487
+244
2114
$221K ﹤0.01%
10,445
-2,325
2115
$220K ﹤0.01%
16,071
-839
2116
$219K ﹤0.01%
16,037
+60
2117
$219K ﹤0.01%
+4,414
2118
$219K ﹤0.01%
+6,124
2119
$218K ﹤0.01%
+11,166
2120
$218K ﹤0.01%
+9,333
2121
$218K ﹤0.01%
15,781
2122
$218K ﹤0.01%
+1,868
2123
$218K ﹤0.01%
14,965
+616
2124
$217K ﹤0.01%
16,440
+959
2125
$217K ﹤0.01%
786
83 84
85
86 87