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
2176
$191K ﹤0.01%
+11,500
2177
$191K ﹤0.01%
13,170
+100
2178
$190K ﹤0.01%
13,700
+2,400
2179
$188K ﹤0.01%
+11,830
2180
$187K ﹤0.01%
+14,882
2181
$187K ﹤0.01%
17,459
+525
2182
$185K ﹤0.01%
+12,782
2183
$184K ﹤0.01%
31,914
-219
2184
$183K ﹤0.01%
30,116
+14,958
2185
$183K ﹤0.01%
15,435
-2,875
2186
$183K ﹤0.01%
21,884
-6,581
2187
$182K ﹤0.01%
15,400
-7,756
2188
$182K ﹤0.01%
14,696
+621
2189
$181K ﹤0.01%
14,250
-1,848
2190
$181K ﹤0.01%
12,875
-2,600
2191
$179K ﹤0.01%
13,615
2192
$178K ﹤0.01%
+1
2193
$177K ﹤0.01%
+25,500
2194
$176K ﹤0.01%
16,328
-727
2195
$174K ﹤0.01%
18,855
2196
$173K ﹤0.01%
13,885
+1,064
2197
$173K ﹤0.01%
13,451
-17,432
2198
$173K ﹤0.01%
60,967
-955
2199
$173K ﹤0.01%
2,951
+67
2200
$172K ﹤0.01%
3,757
-1,857
86 87
88
89 90