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 11.4%
3 Industrials 10.03%
4 Financials 9.96%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2426
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-947
2427
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-1
2428
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-9,326
2429
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-11,203
2430
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-38,460
2431
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-19,957
2432
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-1,100
2433
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-9,834
2434
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-5,430
2435
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-14,625
2436
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-65,899
2437
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-6,378
2438
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-100,000
2439
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-12,829
2440
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-12,978
2441
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-3,730
2442
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-7,984
2443
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-14,392
2444
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-57,867
2445
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-515
2446
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-16,852
2447
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-6,702
2448
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-5,204
2449
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-17,600
2450
– –
-17,078
96 97
98
99 100