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
2301
$29K ﹤0.01%
14
+7
2302
$28K ﹤0.01%
421
2303
$26K ﹤0.01%
15,060
+3,010
2304
$20K ﹤0.01%
10,000
2305
$15K ﹤0.01%
13,500
+500
2306
$12K ﹤0.01%
1,250
+193
2307
$12K ﹤0.01%
24,500
2308
$9K ﹤0.01%
12,000
2309
$8K ﹤0.01%
10,670
2310
$6K ﹤0.01%
1,160
-340
2311
$5K ﹤0.01%
400
2312
$4K ﹤0.01%
50
2313
$4K ﹤0.01%
174
-65
2314
$4K ﹤0.01%
17,500
-698
2315
– –
-13,594
2316
– –
-15,199
2317
– –
-5,203
2318
– –
-149,225
2319
– –
-10,500
2320
– –
-18,837
2321
– –
-32,537
2322
– –
-16,284
2323
– –
-10,450
2324
– –
-13,287
2325
– –
-47,100
91 92
93
94 95