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
$18.3B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,466
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$42.9M
3
+$42.2M
4
CTSH icon
Cognizant
CTSH
+$31.8M
5
IRM icon
Iron Mountain
IRM
+$31.4M

Top Sells

1
+$59.3M
2
+$35.8M
3
+$34.1M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$29.2M
5
DUK icon
Duke Energy
DUK
+$28.3M

Sector Composition

1 Healthcare 13.98%
2 Technology 11.97%
3 Industrials 10.28%
4 Financials 9.56%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.8M 0.11%
305,037
-1,224
227
$19.8M 0.11%
151,235
+120,499
228
$19.8M 0.11%
175,475
+8,040
229
$19.7M 0.11%
682,285
+351,023
230
$19.7M 0.11%
825,179
-11,225
231
$19.7M 0.11%
297,528
-10,370
232
$19.6M 0.11%
232,566
-14,306
233
$19.5M 0.11%
291,551
+1,317
234
$19.3M 0.11%
278,447
+16,571
235
$19.3M 0.11%
147,532
+11,592
236
$19.1M 0.1%
554,092
+79,855
237
$18.7M 0.1%
594,997
+47,208
238
$18.7M 0.1%
494,028
+109,947
239
$18.6M 0.1%
414,732
-67,651
240
$18.5M 0.1%
332,199
+17,194
241
$18.3M 0.1%
746,846
-12,222
242
$18.2M 0.1%
240,726
+1,536
243
$18M 0.1%
129,993
-8,224
244
$17.9M 0.1%
246,177
-2,685
245
$17.9M 0.1%
432,277
+54,456
246
$17.9M 0.1%
318,565
-3,849
247
$17.8M 0.1%
231,223
-368,293
248
$17.7M 0.1%
1,257,763
+1,110,705
249
$17.6M 0.1%
1,364,718
-19,060
250
$17.4M 0.1%
419,149
+24,687
8 9
10
11 12