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
2351
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-25,026
2352
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2353
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-57,477
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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-21,234
2359
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-51,988
2360
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-35,000
2361
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-23,810
2362
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-4,728
2363
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-2,113
2364
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-7,455
2365
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-27,055
2366
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-7,421
2367
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-17,627
2368
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2369
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-11,725
2370
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-7,294
2371
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-16,284
2372
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-10,450
2373
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-13,287
2374
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-47,100
2375
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-535
93 94
95
96 97