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
2276
$71K ﹤0.01%
1,275
+50
2277
$69K ﹤0.01%
46,503
+2,633
2278
$69K ﹤0.01%
+10,990
2279
$68K ﹤0.01%
11,600
2280
$65K ﹤0.01%
7,082
-41
2281
$62K ﹤0.01%
5,250
+1,000
2282
$61K ﹤0.01%
8,750
+750
2283
$60K ﹤0.01%
2
2284
$60K ﹤0.01%
+12,127
2285
$59K ﹤0.01%
+11,568
2286
$58K ﹤0.01%
15,931
-71
2287
$55K ﹤0.01%
10,250
2288
$53K ﹤0.01%
308
-101
2289
$52K ﹤0.01%
13,746
2290
$51K ﹤0.01%
62,656
-2,050
2291
$50K ﹤0.01%
14,799
-3,728
2292
$49K ﹤0.01%
3,323
-500
2293
$48K ﹤0.01%
+12,700
2294
$48K ﹤0.01%
2,356
+53
2295
$47K ﹤0.01%
10,800
-3,764
2296
$46K ﹤0.01%
52,218
-68,679
2297
$42K ﹤0.01%
+833
2298
$39K ﹤0.01%
+10,000
2299
$38K ﹤0.01%
+5,464
2300
$29K ﹤0.01%
14
+7
90 91
92
93 94