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
26
$103M 0.56%
1,482,058
-69,559
27
$101M 0.55%
1,720,915
+733,325
28
$100M 0.55%
2,861,776
-8,042
29
$97.8M 0.54%
1,494,935
-77,381
30
$95M 0.52%
1,094,442
-50,528
31
$94.6M 0.52%
2,166,771
-14,979
32
$93.3M 0.51%
1,265,999
-21,641
33
$89.6M 0.49%
827,807
+116,955
34
$89.6M 0.49%
1,028,543
-71,642
35
$89.2M 0.49%
916,323
+23,928
36
$88.3M 0.48%
725,770
+13,760
37
$86.8M 0.47%
1,930,870
+257,478
38
$86.1M 0.47%
1,032,218
-84,916
39
$85.6M 0.47%
1,513,010
-73,598
40
$84M 0.46%
1,146,281
-100,915
41
$82.6M 0.45%
1,448,451
+69,195
42
$79.9M 0.44%
1,473,199
-31,782
43
$78.5M 0.43%
1,156,232
+13,271
44
$74.1M 0.41%
493,571
+10,838
45
$73M 0.4%
1,170,275
+509,480
46
$71.7M 0.39%
891,105
+75,639
47
$70.9M 0.39%
661,910
+59,758
48
$69.1M 0.38%
1,297,615
+173,383
49
$68.8M 0.38%
2,414,160
-289,100
50
$68.3M 0.37%
601,190
-6,484
1
2
3 4 5