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
651
$4.42M 0.02%
30,062
-5,792
652
$4.41M 0.02%
88,268
-898
653
$4.41M 0.02%
108,991
-11,517
654
$4.37M 0.02%
24,576
-766
655
$4.34M 0.02%
38,534
+11,402
656
$4.33M 0.02%
97,666
+36,368
657
$4.32M 0.02%
+222,890
658
$4.3M 0.02%
3,695
-373
659
$4.29M 0.02%
56,084
-464
660
$4.28M 0.02%
149,776
-1,121
661
$4.27M 0.02%
18,110
+6,892
662
$4.23M 0.02%
74,644
-6,873
663
$4.21M 0.02%
174,737
-104,555
664
$4.2M 0.02%
190,746
+93,796
665
$4.2M 0.02%
62,744
+4,622
666
$4.2M 0.02%
23,645
+14,420
667
$4.19M 0.02%
310,869
-47,539
668
$4.18M 0.02%
343,890
-97,260
669
$4.15M 0.02%
1,037,596
-113,791
670
$4.15M 0.02%
105,584
+1,613
671
$4.14M 0.02%
253,909
-4,069
672
$4.14M 0.02%
94,380
+52,180
673
$4.13M 0.02%
54,840
+9,102
674
$4.09M 0.02%
53,614
-5,842
675
$4.09M 0.02%
61,350
+4,695
25 26
27
28 29