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
751
$3.21M 0.02%
68,603
+26,034
752
$3.2M 0.02%
29,027
+1,827
753
$3.2M 0.02%
305,095
754
$3.16M 0.02%
165,741
-8,112
755
$3.16M 0.02%
159,134
+15,727
756
$3.16M 0.02%
117,182
+41,084
757
$3.16M 0.02%
37,459
-9,576
758
$3.15M 0.02%
22,549
-899
759
$3.15M 0.02%
119,278
+10,556
760
$3.15M 0.02%
52,317
+5,886
761
$3.13M 0.02%
59,300
-31,117
762
$3.12M 0.02%
87,419
-11,892
763
$3.12M 0.02%
37,019
+18,275
764
$3.1M 0.02%
128,999
+9,476
765
$3.1M 0.02%
53,934
+9,889
766
$3.07M 0.02%
131,290
-257,190
767
$3.06M 0.02%
69,485
-508
768
$3.06M 0.02%
36,040
-623
769
$3.06M 0.02%
74,403
-7,034
770
$3.05M 0.02%
60,500
+4,800
771
$3.05M 0.02%
40,726
+2,345
772
$3.04M 0.02%
65,646
+5,587
773
$3.04M 0.02%
163,491
-9,200
774
$3.04M 0.02%
109,393
+9,374
775
$3.04M 0.02%
45,559
+993
29 30
31
32 33