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
2251
$116K ﹤0.01%
51,336
+17,820
2252
$116K ﹤0.01%
+6,046
2253
$115K ﹤0.01%
21,322
+5,170
2254
$113K ﹤0.01%
2,528
-126
2255
$112K ﹤0.01%
1,868
-2,789
2256
$104K ﹤0.01%
20,337
-9,558
2257
$104K ﹤0.01%
11,260
-300
2258
$103K ﹤0.01%
10,800
2259
$103K ﹤0.01%
1,732
-182
2260
$101K ﹤0.01%
22,308
+11,168
2261
$95K ﹤0.01%
10,663
-11,900
2262
$94K ﹤0.01%
+12,971
2263
$92K ﹤0.01%
19,987
-6,560
2264
$91K ﹤0.01%
8,425
-1,231
2265
$87K ﹤0.01%
+13,465
2266
$85K ﹤0.01%
+2,838
2267
$84K ﹤0.01%
8,735
2268
$83K ﹤0.01%
17,800
-300
2269
$81K ﹤0.01%
18,745
+6,100
2270
$81K ﹤0.01%
12,000
-40,900
2271
$80K ﹤0.01%
5,988
+3,688
2272
$77K ﹤0.01%
15,896
-1,235
2273
$77K ﹤0.01%
11,205
-795
2274
$77K ﹤0.01%
1,969
+1,000
2275
$77K ﹤0.01%
30,855
+3,755
89 90
91
92 93