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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
2326
– –
-16,852
2327
– –
-6,702
2328
– –
-5,204
2329
– –
-17,600
2330
– –
-17,078
2331
– –
-19,010
2332
– –
-4,028
2333
– –
-12,549
2334
– –
-4,310
2335
– –
-18,907
2336
– –
-4,293
2337
– –
-18,325
2338
– –
-85,633
2339
– –
-110,187
2340
– –
-4,100
2341
– –
-56,908
2342
– –
-5,424
2343
– –
-139,500
2344
– –
-5,666
2345
– –
-97,804
2346
– –
-32,500
2347
– –
-8,464
2348
– –
-13,594
2349
– –
-15,199
2350
– –
-5,203
92 93
94
95 96