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
776
$3.02M 0.02%
59,500
+5,300
777
$3.02M 0.02%
31,675
+2,681
778
$3.01M 0.02%
57,391
-8,270
779
$3M 0.02%
54,520
+2,820
780
$3M 0.02%
317,976
+11,912
781
$2.96M 0.02%
23,329
+3,878
782
$2.95M 0.02%
6,066
+4,183
783
$2.94M 0.02%
172,946
+41,591
784
$2.94M 0.02%
36,570
-10,310
785
$2.92M 0.02%
70,418
-5,003
786
$2.92M 0.02%
77,602
-3,054
787
$2.91M 0.02%
80,299
+499
788
$2.91M 0.02%
122,424
-41,238
789
$2.9M 0.02%
82,056
-767
790
$2.9M 0.02%
+67,828
791
$2.88M 0.02%
37,528
+6,016
792
$2.86M 0.02%
202,015
+64,675
793
$2.84M 0.02%
60,556
+8,604
794
$2.83M 0.02%
16,955
+37
795
$2.83M 0.02%
12,326
-245
796
$2.83M 0.02%
249,059
+19,519
797
$2.83M 0.02%
40,958
-2,065
798
$2.82M 0.02%
63,700
+26,592
799
$2.82M 0.02%
23,985
+1,208
800
$2.8M 0.02%
42,862
-1,740
30 31
32
33 34