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
826
$2.63M 0.01%
131,635
-1,511
827
$2.63M 0.01%
60,737
+35,044
828
$2.62M 0.01%
11,083
-12,481
829
$2.61M 0.01%
20,007
+1,524
830
$2.61M 0.01%
53,531
+10,511
831
$2.61M 0.01%
41,931
-8,231
832
$2.6M 0.01%
206,785
+41,184
833
$2.59M 0.01%
121,626
+31,739
834
$2.59M 0.01%
2,240
+96
835
$2.59M 0.01%
23,689
+5,027
836
$2.59M 0.01%
52,860
+300
837
$2.58M 0.01%
42,934
-347
838
$2.58M 0.01%
52,990
-2,575
839
$2.57M 0.01%
+17,067
840
$2.55M 0.01%
50,468
-22
841
$2.55M 0.01%
206,712
+33,079
842
$2.54M 0.01%
55,000
-5,000
843
$2.54M 0.01%
55,862
+25,796
844
$2.54M 0.01%
51,293
-894
845
$2.52M 0.01%
172,081
+13,052
846
$2.52M 0.01%
22,024
+58
847
$2.52M 0.01%
184,077
+363
848
$2.52M 0.01%
27,710
-226
849
$2.52M 0.01%
80,762
-118,718
850
$2.5M 0.01%
68,716
-9,168
32 33
34
35 36