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
2176
$192K ﹤0.01%
+16,838
2177
$191K ﹤0.01%
+11,500
2178
$191K ﹤0.01%
13,170
+100
2179
$190K ﹤0.01%
13,700
+2,400
2180
$188K ﹤0.01%
+11,830
2181
$187K ﹤0.01%
+14,882
2182
$187K ﹤0.01%
17,459
+525
2183
$185K ﹤0.01%
+12,782
2184
$184K ﹤0.01%
31,914
-219
2185
$183K ﹤0.01%
30,116
+14,958
2186
$183K ﹤0.01%
15,435
-2,875
2187
$183K ﹤0.01%
21,884
-6,581
2188
$182K ﹤0.01%
15,400
-7,756
2189
$182K ﹤0.01%
14,696
+621
2190
$181K ﹤0.01%
14,250
-1,848
2191
$181K ﹤0.01%
12,875
-2,600
2192
$179K ﹤0.01%
13,615
2193
$178K ﹤0.01%
+1
2194
$177K ﹤0.01%
+25,500
2195
$176K ﹤0.01%
16,328
-727
2196
$174K ﹤0.01%
18,855
2197
$173K ﹤0.01%
2,951
+67
2198
$173K ﹤0.01%
13,885
+1,064
2199
$173K ﹤0.01%
13,451
-17,432
2200
$173K ﹤0.01%
60,967
-955
86 87
88
89 90