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
51
$67.4M 0.37%
1,189,461
-113,697
52
$66.1M 0.36%
668,588
+132,388
53
$66M 0.36%
1,060,050
+74,854
54
$65.2M 0.36%
864,825
+14,332
55
$64.9M 0.36%
830,916
-177,720
56
$63.4M 0.35%
472,342
-32,501
57
$61.9M 0.34%
1,097,714
+197,500
58
$61.6M 0.34%
1,330,619
+39,929
59
$61.5M 0.34%
740,333
+626
60
$59.7M 0.33%
541,257
+6,271
61
$59.6M 0.33%
616,401
+28,218
62
$58.9M 0.32%
495,580
-55,392
63
$57.7M 0.32%
136,741
-14,078
64
$57.7M 0.32%
2,375,499
-129,570
65
$56.6M 0.31%
1,385,444
+53,192
66
$56.5M 0.31%
391,880
+29,212
67
$56.5M 0.31%
685,010
-357
68
$55.7M 0.3%
766,665
+12,846
69
$55.5M 0.3%
979,900
+96,276
70
$55.3M 0.3%
292,417
+15,783
71
$55.2M 0.3%
596,804
+70,244
72
$54.5M 0.3%
630,905
+6,433
73
$54.4M 0.3%
388,386
-4,245
74
$53.7M 0.29%
1,245,029
-111,967
75
$52.9M 0.29%
654,110
-3,865
1 2
3
4 5