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
301
$14.2M 0.08%
356,908
+160,928
302
$14.2M 0.08%
353,765
+9,203
303
$14.1M 0.08%
65
304
$14.1M 0.08%
239,558
+80,612
305
$14M 0.08%
155,572
-13,007
306
$14M 0.08%
+139,500
307
$14M 0.08%
300,873
+100,222
308
$13.8M 0.08%
282,156
+246,742
309
$13.7M 0.08%
879,832
-157,080
310
$13.7M 0.07%
200,873
+24,212
311
$13.6M 0.07%
127,571
+11,281
312
$13.5M 0.07%
4,780
-56
313
$13.5M 0.07%
416,393
+7,273
314
$13.5M 0.07%
215,884
+23,610
315
$13.4M 0.07%
146,589
+10,365
316
$13.4M 0.07%
327,332
+45,864
317
$13.4M 0.07%
115,296
+6,894
318
$13.2M 0.07%
301,459
+9,439
319
$13.2M 0.07%
243,918
+1,208
320
$13.2M 0.07%
201,281
+7,654
321
$13.1M 0.07%
76,126
-1,231
322
$13M 0.07%
112,935
+9,203
323
$13M 0.07%
756,311
+31,181
324
$12.9M 0.07%
320,514
+58,291
325
$12.9M 0.07%
227,543
-34,528
11 12
13
14 15