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
726
$3.49M 0.02%
129,786
+22,894
727
$3.48M 0.02%
56,663
-13,660
728
$3.48M 0.02%
81,051
+3,189
729
$3.46M 0.02%
239,376
-7,116
730
$3.43M 0.02%
86,005
-362
731
$3.43M 0.02%
273,241
-5,208
732
$3.43M 0.02%
81,061
+5,816
733
$3.41M 0.02%
196,464
-19,454
734
$3.39M 0.02%
46,765
-307
735
$3.39M 0.02%
77,396
+13,530
736
$3.37M 0.02%
43,154
-305,762
737
$3.37M 0.02%
68,488
+7,456
738
$3.37M 0.02%
85,919
+34,109
739
$3.33M 0.02%
37,879
-57,333
740
$3.31M 0.02%
61,283
+64
741
$3.31M 0.02%
144,781
+12,071
742
$3.3M 0.02%
33,619
+4,391
743
$3.3M 0.02%
333,718
+10,887
744
$3.29M 0.02%
81,088
+2,760
745
$3.27M 0.02%
70,080
+16,610
746
$3.27M 0.02%
44,360
-2,048
747
$3.26M 0.02%
148,198
-15,655
748
$3.24M 0.02%
418,303
+167,451
749
$3.23M 0.02%
228,491
750
$3.23M 0.02%
51,502
-82
28 29
30
31 32