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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
2451
– –
-10,000
2452
– –
-40,000
2453
– –
-28,373
2454
– –
-10,825
2455
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-16,839
2456
– –
-35,617
2457
– –
-12,400
2458
– –
-17,267
2459
– –
-65,791
2460
– –
-7,171
2461
– –
-15,389
2462
– –
-264,489
2463
– –
-59,738
2464
– –
-50,007
2465
– –
-11,129
2466
– –
-29,200
2467
– –
-8,441
2468
– –
-2,756
2469
– –
-10,500
2470
– –
-18,837
2471
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-32,537
2472
– –
-5
2473
– –
-15,628
2474
– –
-25,026
2475
– –
-18,603
96 97 98
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