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
2126
$217K ﹤0.01%
786
2127
$217K ﹤0.01%
46,329
+5,898
2128
$216K ﹤0.01%
7,668
-23
2129
$216K ﹤0.01%
48,425
+754
2130
$215K ﹤0.01%
+4,004
2131
$214K ﹤0.01%
32,650
2132
$214K ﹤0.01%
9,317
+102
2133
$213K ﹤0.01%
32,659
-2,296
2134
$212K ﹤0.01%
11,862
+1,310
2135
$212K ﹤0.01%
+19,820
2136
$212K ﹤0.01%
27,977
+3,085
2137
$212K ﹤0.01%
20,626
-445
2138
$211K ﹤0.01%
+8,372
2139
$210K ﹤0.01%
+10,553
2140
$210K ﹤0.01%
+9,749
2141
$210K ﹤0.01%
18,320
+250
2142
$210K ﹤0.01%
8,172
-826
2143
$210K ﹤0.01%
45,548
+1,172
2144
$210K ﹤0.01%
+2,798
2145
$209K ﹤0.01%
3,000
-1,851
2146
$209K ﹤0.01%
5,618
+1,559
2147
$208K ﹤0.01%
+7,770
2148
$208K ﹤0.01%
1,145
-15
2149
$208K ﹤0.01%
+7,953
2150
$208K ﹤0.01%
21,704
+7,591
84 85
86
87 88