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
2351
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-15,628
2352
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-25,026
2353
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-18,603
2354
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-57,477
2355
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-22,135
2356
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-10,721
2357
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-5,014
2358
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-11,477
2359
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-8,097
2360
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-21,234
2361
– –
-51,988
2362
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-35,000
2363
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-11,729
2364
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-23,810
2365
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-4,728
2366
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-2,113
2367
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-7,455
2368
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-27,055
2369
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-7,421
2370
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-17,627
2371
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-15,156
2372
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-11,725
2373
– –
-7,294
2374
– –
-16,284
2375
– –
-10,450
93 94
95
96 97