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
2326
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-18,837
2327
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-32,537
2328
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-52,317
2329
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-104,031
2330
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-4,952
2331
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-10,859
2332
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-10,768
2333
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-217,856
2334
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-12,829
2335
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-12,978
2336
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-3,730
2337
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-7,984
2338
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-14,392
2339
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-57,867
2340
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-515
2341
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-16,852
2342
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-6,702
2343
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2344
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-17,600
2345
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-17,078
2346
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-19,010
2347
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-4,028
2348
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-12,549
2349
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-9,277
2350
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-5
92 93
94
95 96