Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1
$487M 2.52%
15,545,212
+1,666,128
2
$361M 1.87%
1,752,367
+1,558,075
3
$275M 1.42%
3,304,385
+133,379
4
$238M 1.23%
2,444,622
+847,898
5
$196M 1.01%
3,490,706
+598,868
6
$187M 0.97%
4,241,040
+356,280
7
$186M 0.96%
2,752,849
+541,613
8
$178M 0.92%
6,695,160
+669,201
9
$173M 0.89%
5,435,606
+577,376
10
$173M 0.89%
6,301,554
+1,002,956
11
$171M 0.88%
3,676,559
+575,905
12
$163M 0.84%
1,280,542
-121,884
13
$155M 0.8%
1,480,405
+335,756
14
$153M 0.79%
1,303,698
-34,668
15
$144M 0.74%
1,542,799
+264,482
16
$140M 0.72%
1,795,725
-53,114
17
$140M 0.72%
1,452,992
+217,393
18
$134M 0.69%
5,018,871
+820,204
19
$129M 0.67%
2,208,282
+130,287
20
$127M 0.66%
2,347,217
+95,019
21
$127M 0.66%
1,041,030
-15,402
22
$127M 0.66%
1,886,397
+165,482
23
$119M 0.62%
3,115,032
+384,513
24
$119M 0.62%
1,815,382
+24,699
25
$116M 0.6%
998,859
-4,808
1
2 3 4 5