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
2201
$172K ﹤0.01%
+12,500
2202
$169K ﹤0.01%
+20,243
2203
$169K ﹤0.01%
15,748
-229
2204
$168K ﹤0.01%
+12,903
2205
$165K ﹤0.01%
11,000
2206
$164K ﹤0.01%
14,068
-30,005
2207
$164K ﹤0.01%
3,889
-447
2208
$162K ﹤0.01%
13,400
-3,086
2209
$161K ﹤0.01%
10,808
-25
2210
$157K ﹤0.01%
+12,760
2211
$156K ﹤0.01%
8,251
+1,808
2212
$155K ﹤0.01%
+11,862
2213
$154K ﹤0.01%
13,804
2214
$151K ﹤0.01%
11,884
-4,597
2215
$151K ﹤0.01%
18,300
+4,000
2216
$151K ﹤0.01%
+21,525
2217
$150K ﹤0.01%
6,372
-1
2218
$148K ﹤0.01%
20,285
-664
2219
$148K ﹤0.01%
44,253
-48
2220
$147K ﹤0.01%
8
+6
2221
$147K ﹤0.01%
11,005
-26
2222
$145K ﹤0.01%
+12,607
2223
$144K ﹤0.01%
2,681
+859
2224
$142K ﹤0.01%
13,443
-6,913
2225
$141K ﹤0.01%
11,000
-1,300
87 88
89
90 91