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
551
$6.03M 0.03%
107,767
-60,621
552
$6M 0.03%
666,437
-344,560
553
$5.99M 0.03%
179,139
+843
554
$5.97M 0.03%
605,472
-6,695
555
$5.95M 0.03%
216,446
+11,535
556
$5.95M 0.03%
12,085
+3,184
557
$5.95M 0.03%
62,109
+49,262
558
$5.95M 0.03%
75,955
-19,769
559
$5.94M 0.03%
359,972
-4,936
560
$5.93M 0.03%
232,476
-35,881
561
$5.93M 0.03%
467,230
-134,520
562
$5.86M 0.03%
187,366
-4,192
563
$5.86M 0.03%
222,504
+9,589
564
$5.83M 0.03%
84,837
-154
565
$5.8M 0.03%
111,457
+103,896
566
$5.76M 0.03%
97,562
+12,867
567
$5.74M 0.03%
271,106
-31,136
568
$5.67M 0.03%
390,353
+12,479
569
$5.67M 0.03%
33,242
-639
570
$5.66M 0.03%
176,951
+40,407
571
$5.65M 0.03%
581,881
+11,164
572
$5.64M 0.03%
104,847
-5,158
573
$5.64M 0.03%
111,569
+34,267
574
$5.64M 0.03%
89,941
+24,308
575
$5.62M 0.03%
60,339
+1,163
21 22
23
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