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
601
$5.31M 0.03%
320,570
-5,664
602
$5.3M 0.03%
52,472
+3,635
603
$5.3M 0.03%
65,895
+21,709
604
$5.29M 0.03%
132,476
+81,368
605
$5.28M 0.03%
63,440
-224
606
$5.28M 0.03%
211,255
-95,645
607
$5.25M 0.03%
377,193
+318,930
608
$5.22M 0.03%
92,750
+2,937
609
$5.18M 0.03%
352,433
-6,161
610
$5.17M 0.03%
182,650
-13,625
611
$5.16M 0.03%
45,096
+12,594
612
$5.15M 0.03%
105,716
-11,447
613
$5.13M 0.03%
78,495
-3,408
614
$5.11M 0.03%
109,214
+10,519
615
$5.11M 0.03%
73,122
+1,032
616
$5.08M 0.03%
81,091
+43,044
617
$5.01M 0.03%
38,113
-2,292
618
$5.01M 0.03%
109,254
+1,996
619
$4.99M 0.03%
214,535
+63,499
620
$4.99M 0.03%
121,105
-1,873
621
$4.98M 0.03%
112,067
-44,965
622
$4.96M 0.03%
448,574
+66,487
623
$4.94M 0.03%
60,790
-38,697
624
$4.93M 0.03%
469,495
+76,572
625
$4.93M 0.03%
90,618
-117,204
23 24
25
26 27