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
2151
$207K ﹤0.01%
1,100
-80
2152
$206K ﹤0.01%
9,955
-346,953
2153
$206K ﹤0.01%
4,169
-130
2154
$206K ﹤0.01%
10,850
-6,018
2155
$205K ﹤0.01%
13,780
2156
$205K ﹤0.01%
+4,074
2157
$204K ﹤0.01%
21,308
-3,300
2158
$204K ﹤0.01%
+5,062
2159
$204K ﹤0.01%
35,577
-32,402
2160
$203K ﹤0.01%
17,094
-24,267
2161
$202K ﹤0.01%
24,507
+27
2162
$202K ﹤0.01%
+5,331
2163
$201K ﹤0.01%
+8,167
2164
$200K ﹤0.01%
+9,690
2165
$200K ﹤0.01%
5,165
-2,187
2166
$200K ﹤0.01%
+10,889
2167
$200K ﹤0.01%
4,029
-418
2168
$200K ﹤0.01%
3,700
-25
2169
$200K ﹤0.01%
3,227
-5,717
2170
$200K ﹤0.01%
1,001
+725
2171
$198K ﹤0.01%
44,024
-500
2172
$194K ﹤0.01%
+16,714
2173
$193K ﹤0.01%
34,720
2174
$192K ﹤0.01%
10,883
-2,720
2175
$192K ﹤0.01%
3,391
-124
85 86
87
88 89