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
2276
$74K ﹤0.01%
3,848
2277
$71K ﹤0.01%
1,275
+50
2278
$69K ﹤0.01%
36,824
+2,085
2279
$69K ﹤0.01%
+10,990
2280
$68K ﹤0.01%
11,600
2281
$65K ﹤0.01%
7,082
-41
2282
$62K ﹤0.01%
5,250
+1,000
2283
$61K ﹤0.01%
8,750
+750
2284
$60K ﹤0.01%
2
2285
$60K ﹤0.01%
+12,127
2286
$59K ﹤0.01%
+11,568
2287
$58K ﹤0.01%
15,931
-71
2288
$55K ﹤0.01%
10,250
2289
$53K ﹤0.01%
308
-101
2290
$52K ﹤0.01%
13,746
2291
$51K ﹤0.01%
62,656
-2,050
2292
$50K ﹤0.01%
14,799
-3,728
2293
$49K ﹤0.01%
3,323
-500
2294
$48K ﹤0.01%
+12,700
2295
$48K ﹤0.01%
2,356
+53
2296
$47K ﹤0.01%
10,800
-3,764
2297
$46K ﹤0.01%
52,218
-68,679
2298
$42K ﹤0.01%
+833
2299
$39K ﹤0.01%
+10,000
2300
$38K ﹤0.01%
+5,464
90 91
92
93 94