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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
2351
– –
-149,225
2352
– –
-23,810
2353
– –
-14,625
2354
– –
-21,234
2355
– –
-51,988
2356
– –
-35,000
2357
– –
-11,729
2358
– –
-4,728
2359
– –
-2,113
2360
– –
-7,455
2361
– –
-27,055
2362
– –
-7,421
2363
– –
-17,627
2364
– –
-15,156
2365
– –
-11,725
2366
– –
-7,294
2367
– –
-16,284
2368
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-10,450
2369
– –
-535
2370
– –
-10,000
2371
– –
-38,221
2372
– –
-149,679
2373
– –
-67,215
2374
– –
-635
2375
– –
-2,420
93 94
95
96 97