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
251
$17.4M 0.1%
185,000
+96,625
252
$17M 0.09%
247,266
+7,534
253
$17M 0.09%
470,766
+10,191
254
$16.9M 0.09%
3,227,926
+544,746
255
$16.9M 0.09%
3,950,978
+492,933
256
$16.8M 0.09%
741,843
-825,905
257
$16.8M 0.09%
222,600
+193,340
258
$16.8M 0.09%
498,595
+6,011
259
$16.7M 0.09%
948,424
-34,773
260
$16.6M 0.09%
649,693
+11,941
261
$16.5M 0.09%
328,828
+14,134
262
$16.4M 0.09%
648,918
+578,688
263
$16.4M 0.09%
153,029
-32,593
264
$16.4M 0.09%
144,500
+5,804
265
$16.4M 0.09%
456,578
+44,088
266
$16.3M 0.09%
274,552
+12,748
267
$16.3M 0.09%
457,907
-5,098
268
$15.9M 0.09%
222,502
-3,298
269
$15.9M 0.09%
+659,848
270
$15.9M 0.09%
577,501
-39,293
271
$15.8M 0.09%
444,389
+169,228
272
$15.8M 0.09%
323,725
+2,222
273
$15.8M 0.09%
411,956
-8,180
274
$15.7M 0.09%
239,300
+35,104
275
$15.6M 0.09%
161,084
+27,868
9 10
11
12 13