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 11.37%
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
– –
-15,199
2327
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-5,203
2328
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-149,225
2329
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-10,500
2330
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-18,837
2331
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-32,537
2332
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-52,317
2333
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-104,031
2334
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-4,952
2335
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-10,859
2336
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-31,812
2337
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-3,425
2338
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-4,983
2339
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-16,549
2340
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-9,584
2341
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-6,214
2342
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-10,768
2343
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-12,829
2344
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-5
2345
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-5,014
2346
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-11,729
2347
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-217,856
2348
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-6,823
2349
– –
-10,000
2350
– –
-15,628
92 93
94
95 96