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
626
$4.9M 0.03%
635,136
+103,575
627
$4.88M 0.03%
121,196
+12,329
628
$4.81M 0.03%
153,793
+99,593
629
$4.76M 0.03%
126,147
-1,514
630
$4.74M 0.03%
241,318
-1,754
631
$4.74M 0.03%
259,863
+80,765
632
$4.74M 0.03%
100,749
633
$4.71M 0.03%
29,601
+153
634
$4.69M 0.03%
77,884
-1,938
635
$4.69M 0.03%
113,154
-34,972
636
$4.67M 0.03%
247,867
-18,887
637
$4.67M 0.03%
98,090
+7,288
638
$4.66M 0.03%
60,811
+26,386
639
$4.63M 0.03%
106,900
+50,204
640
$4.6M 0.03%
96,810
+20,885
641
$4.6M 0.03%
43,430
+2,168
642
$4.54M 0.02%
58,330
+5,328
643
$4.54M 0.02%
102,607
+21,624
644
$4.53M 0.02%
8,664,080
-996,480
645
$4.51M 0.02%
175,218
-93,447
646
$4.5M 0.02%
43,981
-2,578
647
$4.49M 0.02%
137,761
+26,939
648
$4.46M 0.02%
70,082
+7,309
649
$4.44M 0.02%
167,855
+14,236
650
$4.43M 0.02%
28,722
+833
24 25
26
27 28