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
426
$9.09M 0.05%
90,596
-1,999
427
$9.04M 0.05%
71,135
+528
428
$9.01M 0.05%
78,778
+11,042
429
$8.97M 0.05%
214,796
+6,724
430
$8.96M 0.05%
198,363
-7,474
431
$8.96M 0.05%
85,697
+36,299
432
$8.95M 0.05%
267,282
-50,422
433
$8.94M 0.05%
209,754
+6,336
434
$8.94M 0.05%
376,669
-82,834
435
$8.91M 0.05%
342,010
+4,629
436
$8.89M 0.05%
180,614
+61,853
437
$8.89M 0.05%
107,339
-6,469
438
$8.84M 0.05%
228,136
+22,448
439
$8.83M 0.05%
270,673
+4,856
440
$8.77M 0.05%
110,033
-11,928
441
$8.77M 0.05%
135,061
+31,720
442
$8.68M 0.05%
38,368
-585
443
$8.66M 0.05%
199,405
+27,559
444
$8.64M 0.05%
174,023
-11,788
445
$8.6M 0.05%
539,648
+5,941
446
$8.59M 0.05%
226,537
-6,081
447
$8.57M 0.05%
186,146
+12,673
448
$8.55M 0.05%
356,661
-8,346
449
$8.54M 0.05%
151,308
+11,093
450
$8.54M 0.05%
370,338
+37,752
16 17
18
19 20