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
801
$2.79M 0.02%
61,849
-5,483
802
$2.79M 0.02%
54,672
+4,335
803
$2.78M 0.02%
172,157
+1,382
804
$2.77M 0.02%
127,399
-20,019
805
$2.77M 0.02%
68,687
-2,425
806
$2.76M 0.02%
30,156
-50
807
$2.76M 0.02%
128,840
-3,040
808
$2.75M 0.02%
171,982
-8,204
809
$2.75M 0.02%
24,811
+342
810
$2.74M 0.02%
84,221
-5,099
811
$2.74M 0.02%
214,138
+22,091
812
$2.72M 0.01%
86,114
+10,879
813
$2.71M 0.01%
128,907
-38,263
814
$2.71M 0.01%
147,049
-1,249
815
$2.71M 0.01%
23,333
-2,019
816
$2.71M 0.01%
52,315
+33,600
817
$2.71M 0.01%
86,431
+14,331
818
$2.69M 0.01%
110,187
+4,272
819
$2.68M 0.01%
106,432
-1,064
820
$2.68M 0.01%
24,004
+842
821
$2.67M 0.01%
59,132
+24,842
822
$2.66M 0.01%
110,842
+11,207
823
$2.65M 0.01%
26,273
+2,847
824
$2.65M 0.01%
54,982
-30,672
825
$2.64M 0.01%
82,381
+4,208
31 32
33
34 35