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
2151
$206K ﹤0.01%
9,955
-346,953
2152
$206K ﹤0.01%
4,169
-130
2153
$206K ﹤0.01%
10,850
-6,018
2154
$205K ﹤0.01%
13,780
2155
$205K ﹤0.01%
+4,074
2156
$204K ﹤0.01%
21,308
-3,300
2157
$204K ﹤0.01%
+5,062
2158
$204K ﹤0.01%
35,577
-32,402
2159
$203K ﹤0.01%
17,094
-24,267
2160
$202K ﹤0.01%
24,507
+27
2161
$202K ﹤0.01%
+5,331
2162
$201K ﹤0.01%
+8,167
2163
$200K ﹤0.01%
+9,690
2164
$200K ﹤0.01%
5,165
-2,187
2165
$200K ﹤0.01%
+10,889
2166
$200K ﹤0.01%
4,029
-418
2167
$200K ﹤0.01%
3,700
-25
2168
$200K ﹤0.01%
3,227
-5,717
2169
$200K ﹤0.01%
1,001
+725
2170
$198K ﹤0.01%
44,024
-500
2171
$194K ﹤0.01%
+16,714
2172
$193K ﹤0.01%
34,720
2173
$192K ﹤0.01%
10,883
-2,720
2174
$192K ﹤0.01%
3,391
-124
2175
$192K ﹤0.01%
+16,838
85 86
87
88 89