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
376
$10.8M 0.06%
+182,594
377
$10.8M 0.06%
113,667
-15,498
378
$10.8M 0.06%
254,729
+8,547
379
$10.7M 0.06%
152,621
+121,836
380
$10.7M 0.06%
93,943
-9,434
381
$10.7M 0.06%
130,562
+70,440
382
$10.7M 0.06%
118,366
+5,687
383
$10.7M 0.06%
191,048
+14,081
384
$10.5M 0.06%
104,098
+23,925
385
$10.5M 0.06%
126,913
+23,578
386
$10.5M 0.06%
187,430
+8,729
387
$10.5M 0.06%
85,486
-9,251
388
$10.5M 0.06%
2,181,415
-512,705
389
$10.3M 0.06%
366,210
-24,802
390
$10.3M 0.06%
277,122
+44,813
391
$10.3M 0.06%
96,822
+53,037
392
$10.3M 0.06%
731,120
+30,240
393
$10.3M 0.06%
297,690
+51,246
394
$10.2M 0.06%
101,164
+2,701
395
$10.1M 0.06%
227,908
+44,981
396
$10.1M 0.06%
483,593
-49,553
397
$10M 0.06%
909,630
+43,215
398
$10M 0.05%
117,772
+9,567
399
$10M 0.05%
149,813
+4,510
400
$9.98M 0.05%
71,969
+16,589
14 15
16
17 18