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
351
$11.6M 0.06%
260,533
-1,833
352
$11.5M 0.06%
272,383
+15,307
353
$11.5M 0.06%
456,862
-156,552
354
$11.5M 0.06%
151,608
+8,795
355
$11.5M 0.06%
167,187
-31,780
356
$11.4M 0.06%
447,351
+146,866
357
$11.4M 0.06%
122,069
-1,270
358
$11.4M 0.06%
224,064
+97,172
359
$11.4M 0.06%
269,756
-16,443
360
$11.4M 0.06%
105,872
+26,230
361
$11.2M 0.06%
110,834
+18,111
362
$11.2M 0.06%
235,321
+30,218
363
$11.2M 0.06%
184,053
+9,119
364
$11.1M 0.06%
160,954
+82,402
365
$11.1M 0.06%
204,250
+14,020
366
$11.1M 0.06%
444,704
-100
367
$11.1M 0.06%
383,453
+48,725
368
$11.1M 0.06%
102,137
+6,455
369
$11.1M 0.06%
215,586
-25,051
370
$11.1M 0.06%
93,982
+4,919
371
$11M 0.06%
198,787
+121,012
372
$11M 0.06%
480,108
+37,621
373
$11M 0.06%
96,415
+12,068
374
$10.9M 0.06%
105,683
+16,036
375
$10.9M 0.06%
153,202
+2,228
13 14
15
16 17