Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
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
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-5
2352
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2353
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2354
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2355
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2356
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2357
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-8,097
2358
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-27,055
2359
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-7,421
2360
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-17,627
2361
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-15,156
2362
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-11,725
2363
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-7,294
2364
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2365
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2366
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2367
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2368
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2369
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-6,750
2370
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-11,524
2371
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-24,000
2372
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-6,557
2373
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-31,812
2374
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-3,425
2375
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-19,932
93 94
95
96 97