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
501
$7.04M 0.04%
60,097
-3,848
502
$7.03M 0.04%
143,835
+12,658
503
$7.02M 0.04%
129,501
+46,168
504
$6.96M 0.04%
990,520
+227,250
505
$6.94M 0.04%
97,163
+3,081
506
$6.92M 0.04%
125,062
+11,388
507
$6.88M 0.04%
201,192
-37,256
508
$6.87M 0.04%
1,416,259
+53,190
509
$6.84M 0.04%
77,697
-1,274
510
$6.76M 0.04%
123,784
+40,704
511
$6.73M 0.04%
58,024
+6,902
512
$6.73M 0.04%
355,062
-18,528
513
$6.7M 0.04%
98,135
+40,718
514
$6.68M 0.04%
78,687
-612
515
$6.68M 0.04%
134,807
+61,774
516
$6.63M 0.04%
169,777
-26,034
517
$6.61M 0.04%
151,961
+69,969
518
$6.61M 0.04%
101,778
+1,410
519
$6.6M 0.04%
139,178
-8,108
520
$6.59M 0.04%
114,332
+23,741
521
$6.58M 0.04%
135,214
+4,140
522
$6.57M 0.04%
49,835
+15,744
523
$6.55M 0.04%
46,877
+3,340
524
$6.51M 0.04%
+148,908
525
$6.49M 0.04%
58,831
+11,319
19 20
21
22 23