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
676
$4.06M 0.02%
94,598
-43
677
$4.04M 0.02%
177,628
-387,529
678
$4.03M 0.02%
222,543
+32,483
679
$4.03M 0.02%
35,375
+4,936
680
$4.02M 0.02%
100,226
+42,175
681
$4M 0.02%
83,858
-186
682
$4M 0.02%
71,781
+1,035
683
$4M 0.02%
148,557
+38,167
684
$3.94M 0.02%
86,589
+35,782
685
$3.94M 0.02%
148,216
+14,970
686
$3.94M 0.02%
14,194
+4,441
687
$3.93M 0.02%
54,244
+8,114
688
$3.93M 0.02%
105,275
689
$3.92M 0.02%
328,742
-36,266
690
$3.92M 0.02%
68,585
+5,989
691
$3.91M 0.02%
118,014
+34,403
692
$3.88M 0.02%
78,470
+9,725
693
$3.88M 0.02%
77,405
+31,438
694
$3.88M 0.02%
49,777
-1,679
695
$3.88M 0.02%
70,796
-10,641
696
$3.86M 0.02%
36,986
+3,669
697
$3.85M 0.02%
77,871
-10,459
698
$3.85M 0.02%
77,494
+7,104
699
$3.81M 0.02%
60,266
-3,729
700
$3.75M 0.02%
100,967
+30,590
26 27
28
29 30