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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
2426
– –
-38,460
2427
– –
-19,957
2428
– –
-1,100
2429
– –
-9,834
2430
– –
-5,430
2431
– –
-65,899
2432
– –
-6,378
2433
– –
-100,000
2434
– –
-12,829
2435
– –
-12,978
2436
– –
-3,730
2437
– –
-7,984
2438
– –
-14,392
2439
– –
-57,867
2440
– –
-515
2441
– –
-9,277
2442
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-16,101
2443
– –
-10,768
2444
– –
-10,807
2445
– –
-15,099
2446
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-50,000
2447
– –
-128,999
2448
– –
-15,684
2449
– –
-53,614
2450
– –
-9,601
96 97
98
99 100