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
2201
$172K ﹤0.01%
3,757
-1,857
2202
$172K ﹤0.01%
+12,500
2203
$169K ﹤0.01%
+20,243
2204
$169K ﹤0.01%
15,748
-229
2205
$168K ﹤0.01%
+12,903
2206
$165K ﹤0.01%
11,000
2207
$164K ﹤0.01%
14,068
-30,005
2208
$164K ﹤0.01%
3,889
-447
2209
$162K ﹤0.01%
13,400
-3,086
2210
$161K ﹤0.01%
10,808
-25
2211
$157K ﹤0.01%
+12,760
2212
$156K ﹤0.01%
8,251
+1,808
2213
$155K ﹤0.01%
+11,862
2214
$154K ﹤0.01%
13,804
2215
$151K ﹤0.01%
11,884
-4,597
2216
$151K ﹤0.01%
18,300
+4,000
2217
$151K ﹤0.01%
+21,525
2218
$150K ﹤0.01%
6,372
-1
2219
$148K ﹤0.01%
20,285
-664
2220
$148K ﹤0.01%
44,253
-48
2221
$147K ﹤0.01%
11,005
-26
2222
$147K ﹤0.01%
8
+6
2223
$145K ﹤0.01%
+12,607
2224
$144K ﹤0.01%
2,681
+859
2225
$142K ﹤0.01%
13,443
-6,913
87 88
89
90 91