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
2351
– –
-15,628
2352
– –
-25,026
2353
– –
-18,603
2354
– –
-57,477
2355
– –
-22,135
2356
– –
-10,721
2357
– –
-5,014
2358
– –
-11,477
2359
– –
-8,097
2360
– –
-21,234
2361
– –
-51,988
2362
– –
-35,000
2363
– –
-11,729
2364
– –
-23,810
2365
– –
-4,728
2366
– –
-2,113
2367
– –
-7,455
2368
– –
-27,055
2369
– –
-7,421
2370
– –
-17,627
2371
– –
-15,156
2372
– –
-11,725
2373
– –
-7,294
2374
– –
-217,856
2375
– –
-37,860
93 94
95
96 97