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
401
$9.89M 0.05%
117,296
+11,522
402
$9.87M 0.05%
374,661
+37,226
403
$9.82M 0.05%
316,546
-14,961
404
$9.82M 0.05%
118,444
-2,656
405
$9.81M 0.05%
+98,896
406
$9.73M 0.05%
189,497
407
$9.72M 0.05%
288,681
+148,770
408
$9.72M 0.05%
123,327
-24,043
409
$9.72M 0.05%
279,519
-4,321
410
$9.68M 0.05%
656,908
-2,900
411
$9.61M 0.05%
152,581
+354
412
$9.6M 0.05%
540,867
+34,241
413
$9.58M 0.05%
70,588
+1,594
414
$9.55M 0.05%
109,727
-63,876
415
$9.52M 0.05%
239,496
-5,380
416
$9.48M 0.05%
88,557
+19,930
417
$9.43M 0.05%
149,067
+24,005
418
$9.41M 0.05%
182,823
-84,549
419
$9.4M 0.05%
349,447
+153,147
420
$9.35M 0.05%
88,550
-17,301
421
$9.31M 0.05%
205,884
-97,013
422
$9.29M 0.05%
438,801
-42,616
423
$9.28M 0.05%
386,032
+8,585
424
$9.2M 0.05%
195,314
+21,416
425
$9.13M 0.05%
184,878
+8,036
15 16
17
18 19