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
2426
– –
-19,957
2427
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-1,100
2428
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-9,834
2429
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-5,430
2430
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-14,625
2431
– –
-65,899
2432
– –
-6,378
2433
– –
-100,000
2434
– –
-12,978
2435
– –
-3,730
2436
– –
-7,984
2437
– –
-14,392
2438
– –
-57,867
2439
– –
-515
2440
– –
-16,852
2441
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-6,702
2442
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-5,204
2443
– –
-17,600
2444
– –
-17,078
2445
– –
-19,010
2446
– –
-4,028
2447
– –
-12,549
2448
– –
-9,277
2449
– –
-16,101
2450
– –
-10,807
96 97
98
99 100