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
701
$3.74M 0.02%
64,172
+4,125
702
$3.74M 0.02%
58,416
-4,084
703
$3.73M 0.02%
116,312
+6,642
704
$3.72M 0.02%
53,156
-532
705
$3.72M 0.02%
77,448
-24,275
706
$3.71M 0.02%
143,044
+122,528
707
$3.71M 0.02%
122,019
+1,457
708
$3.69M 0.02%
85,358
709
$3.68M 0.02%
155,880
-158,587
710
$3.65M 0.02%
69,404
+5,808
711
$3.64M 0.02%
97,274
+20,162
712
$3.64M 0.02%
25,935
+2,795
713
$3.63M 0.02%
70,539
+65,453
714
$3.63M 0.02%
28,023
+2,109
715
$3.62M 0.02%
100,194
+2,872
716
$3.62M 0.02%
53,178
+975
717
$3.57M 0.02%
60,828
+5,306
718
$3.57M 0.02%
189,781
+6,923
719
$3.54M 0.02%
27,391
-1,409
720
$3.54M 0.02%
66,485
+16,138
721
$3.52M 0.02%
70,146
-7,529
722
$3.51M 0.02%
5,124
+23
723
$3.5M 0.02%
76,068
+32,883
724
$3.49M 0.02%
54,900
+25,618
725
$3.49M 0.02%
50,474
-5,263
27 28
29
30 31