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
2401
– –
-7,971
2402
– –
-81,078
2403
– –
-7,386
2404
– –
-20,037
2405
– –
-15,648
2406
– –
-13,179
2407
– –
-3,105
2408
– –
-4,968
2409
– –
-16,791
2410
– –
-8,408
2411
– –
-95,643
2412
– –
-4,463
2413
– –
-20,476
2414
– –
-6,500
2415
– –
-11,486
2416
– –
-62,350
2417
– –
-1,989
2418
– –
-8,406
2419
– –
-7,851
2420
– –
-43,589
2421
– –
-947
2422
– –
-1
2423
– –
-9,326
2424
– –
-11,203
2425
– –
-38,460
95 96
97
98 99