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
2226
$141K ﹤0.01%
11,000
-1,300
2227
$140K ﹤0.01%
10,417
2228
$138K ﹤0.01%
12,495
-31
2229
$137K ﹤0.01%
18,558
+2,560
2230
$136K ﹤0.01%
13,334
+1,970
2231
$133K ﹤0.01%
11,778
2232
$131K ﹤0.01%
11,000
2233
$130K ﹤0.01%
12,159
+2,009
2234
$130K ﹤0.01%
34,273
+434
2235
$129K ﹤0.01%
31
-7
2236
$129K ﹤0.01%
10,000
2237
$129K ﹤0.01%
14,675
+1,729
2238
$128K ﹤0.01%
3,324
+489
2239
$127K ﹤0.01%
24,427
+162
2240
$126K ﹤0.01%
10,000
-2,321
2241
$126K ﹤0.01%
15,515
-2,225
2242
$124K ﹤0.01%
13,775
2243
$123K ﹤0.01%
19,590
+9,152
2244
$123K ﹤0.01%
10,000
2245
$121K ﹤0.01%
1,965
+890
2246
$121K ﹤0.01%
26,798
+4,850
2247
$120K ﹤0.01%
13,813
-548
2248
$120K ﹤0.01%
10,661
+648
2249
$118K ﹤0.01%
12,021
-1,950
2250
$116K ﹤0.01%
1,073
+13
88 89
90
91 92