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
476
$7.73M 0.04%
104,534
+33,036
477
$7.7M 0.04%
91,655
-2,738
478
$7.67M 0.04%
630,695
-5,776
479
$7.62M 0.04%
1,376,178
-321,960
480
$7.58M 0.04%
331,077
+28,122
481
$7.56M 0.04%
185,123
-9,020
482
$7.55M 0.04%
88,474
+21,320
483
$7.54M 0.04%
77,720
+427
484
$7.52M 0.04%
320,209
+16,916
485
$7.51M 0.04%
56,211
-10,635
486
$7.43M 0.04%
148,770
-1,743
487
$7.43M 0.04%
60,638
+7,391
488
$7.43M 0.04%
332,089
+26,380
489
$7.36M 0.04%
149,356
-34,385
490
$7.36M 0.04%
+236,274
491
$7.32M 0.04%
34,851
+20,935
492
$7.29M 0.04%
95,556
-984
493
$7.29M 0.04%
100,974
-149,915
494
$7.22M 0.04%
216,094
-250
495
$7.19M 0.04%
188,345
+3,510
496
$7.18M 0.04%
5,068
+4,240
497
$7.16M 0.04%
111,002
+20,884
498
$7.12M 0.04%
78,075
-4,220
499
$7.1M 0.04%
123,653
+19,695
500
$7.1M 0.04%
83,550
-55
18 19
20
21 22