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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
2376
– –
-6,750
2377
– –
-11,524
2378
– –
-24,000
2379
– –
-6,557
2380
– –
-3,170
2381
– –
-1,039
2382
– –
-52,317
2383
– –
-104,031
2384
– –
-4,952
2385
– –
-10,859
2386
– –
-31,812
2387
– –
-3,425
2388
– –
-19,932
2389
– –
-16,549
2390
– –
-9,584
2391
– –
-6,214
2392
– –
-6,629
2393
– –
-21,102
2394
– –
-13,371
2395
– –
-5,158
2396
– –
-10,133
2397
– –
-20,800
2398
– –
-158,036
2399
– –
-9,486
2400
– –
-50,403
94 95
96
97 98