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
576
$5.6M 0.03%
85,633
-2,591
577
$5.59M 0.03%
601,316
+84,187
578
$5.57M 0.03%
229,341
-175,000
579
$5.57M 0.03%
190,556
+763
580
$5.53M 0.03%
184,123
-35,292
581
$5.51M 0.03%
81,339
-1,810
582
$5.5M 0.03%
229,634
+77,971
583
$5.5M 0.03%
86,356
+10,479
584
$5.49M 0.03%
31,789
+9,484
585
$5.48M 0.03%
70,272
-7,935
586
$5.46M 0.03%
69,830
+2,881
587
$5.44M 0.03%
158,460
-1,560
588
$5.44M 0.03%
280,086
+257,251
589
$5.44M 0.03%
52,582
+8,623
590
$5.42M 0.03%
87,609
+1,770
591
$5.41M 0.03%
212,902
-27,500
592
$5.37M 0.03%
69,272
+8,286
593
$5.37M 0.03%
149,679
-1,857
594
$5.37M 0.03%
93,979
+28,844
595
$5.36M 0.03%
171,169
-320,993
596
$5.35M 0.03%
114,469
+76,403
597
$5.34M 0.03%
71,780
+7,296
598
$5.33M 0.03%
208,540
+37
599
$5.33M 0.03%
185,592
+10,002
600
$5.32M 0.03%
70,238
+8,765
22 23
24
25 26