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
201
$21.8M 0.11%
734,179
-23,287
202
$21.8M 0.11%
298,600
+19,535
203
$21.7M 0.11%
600,308
-14,705
204
$21.6M 0.11%
625,608
+193,331
205
$21.6M 0.11%
280,431
-13,777
206
$21.3M 0.11%
103,192
+9,268
207
$21.2M 0.11%
671,790
-173,991
208
$21.1M 0.11%
157,446
+5,923
209
$21.1M 0.11%
423,459
+8,727
210
$21.1M 0.11%
302,454
+10,903
211
$20.7M 0.11%
322,570
+30,138
212
$20.6M 0.11%
1,053,851
+312,008
213
$20.5M 0.11%
164,440
+13,205
214
$20.5M 0.11%
368,707
+152,823
215
$20.4M 0.11%
276,076
+35,350
216
$20.2M 0.1%
293,059
+70,459
217
$20M 0.1%
458,592
+134,867
218
$19.9M 0.1%
388,596
+41,709
219
$19.9M 0.1%
369,482
+40,654
220
$19.8M 0.1%
303,565
+25,118
221
$19.8M 0.1%
186,255
+10,780
222
$19.8M 0.1%
264,820
+32,254
223
$19.6M 0.1%
1,383,012
-894,465
224
$19.6M 0.1%
716,160
+56,312
225
$19.5M 0.1%
824,604
+77,758
7 8
9
10 11