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
526
$6.49M 0.04%
126,561
+93,975
527
$6.49M 0.04%
155,090
-1,988
528
$6.46M 0.04%
223,641
-63,316
529
$6.45M 0.04%
31,008
+14,600
530
$6.43M 0.04%
57,411
-5,873
531
$6.38M 0.03%
107,465
+2,770
532
$6.34M 0.03%
57,358
+1,636
533
$6.31M 0.03%
259,089
-39,398
534
$6.3M 0.03%
13,193
-287
535
$6.29M 0.03%
104,640
-18,847
536
$6.29M 0.03%
353,485
-3,198
537
$6.28M 0.03%
130,103
-1,888
538
$6.23M 0.03%
+397,743
539
$6.23M 0.03%
74,451
+30,889
540
$6.22M 0.03%
235,421
+9,908
541
$6.19M 0.03%
18,863
-2,513
542
$6.15M 0.03%
769,603
-7,256
543
$6.13M 0.03%
274,806
-218,756
544
$6.08M 0.03%
162,932
+3,668
545
$6.08M 0.03%
60,129
+9,542
546
$6.06M 0.03%
65,679
+21,084
547
$6.06M 0.03%
125,038
+20,796
548
$6.06M 0.03%
28,183
+3,946
549
$6.05M 0.03%
264,489
-200
550
$6.04M 0.03%
194,612
+3,370
20 21
22
23 24