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
276
$15.6M 0.09%
227,857
-1,821
277
$15.5M 0.09%
499,046
-186,504
278
$15.5M 0.08%
139,935
+5,495
279
$15.5M 0.08%
686,956
+63,690
280
$15.4M 0.08%
193,171
-2,540
281
$15.3M 0.08%
266,540
-100
282
$15.2M 0.08%
327,254
-1,794
283
$15.2M 0.08%
161,761
-2,670
284
$15.2M 0.08%
146,945
-3,129
285
$15.1M 0.08%
132,767
+10,817
286
$15M 0.08%
346,887
+32,389
287
$15M 0.08%
93,409
+2,554
288
$14.9M 0.08%
265,977
+2,871
289
$14.8M 0.08%
207,695
+150,550
290
$14.8M 0.08%
354,474
-48,469
291
$14.7M 0.08%
397,912
-18,160
292
$14.7M 0.08%
240,923
-65,558
293
$14.7M 0.08%
563,331
-220,189
294
$14.6M 0.08%
+130,973
295
$14.5M 0.08%
543,903
+185,059
296
$14.4M 0.08%
762,892
-9,318
297
$14.3M 0.08%
362,289
-9,867
298
$14.3M 0.08%
71,896
-490
299
$14.3M 0.08%
165,503
+19,692
300
$14.2M 0.08%
152,777
+38,212
10 11
12
13 14