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
451
$8.53M 0.05%
217,856
+195,600
452
$8.52M 0.05%
174,853
+56,082
453
$8.52M 0.05%
232,380
-21,468
454
$8.48M 0.05%
161,252
-3,043
455
$8.45M 0.05%
374,574
-124,836
456
$8.44M 0.05%
181,179
+66,859
457
$8.39M 0.05%
180,309
-3,519
458
$8.35M 0.05%
199,603
+36,736
459
$8.34M 0.05%
216,580
-109,935
460
$8.32M 0.05%
356,908
+39,395
461
$8.3M 0.05%
87,014
+70,137
462
$8.17M 0.04%
69,408
+2,892
463
$8.16M 0.04%
61,464
+5,591
464
$8.13M 0.04%
127,788
-44,032
465
$8.08M 0.04%
238,536
-15,105
466
$8.05M 0.04%
168,523
-164
467
$7.97M 0.04%
73,547
+45,725
468
$7.94M 0.04%
766,572
+282,724
469
$7.94M 0.04%
75,931
+13,080
470
$7.94M 0.04%
158,036
+57,775
471
$7.84M 0.04%
456,566
+9,626
472
$7.84M 0.04%
152,072
-77,304
473
$7.83M 0.04%
+98,307
474
$7.83M 0.04%
97,575
+15,359
475
$7.78M 0.04%
210,507
-14,485
17 18
19
20 21