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
851
$2.49M 0.01%
25,092
+4,030
852
$2.48M 0.01%
60,559
+1,389
853
$2.48M 0.01%
64,028
+5,530
854
$2.48M 0.01%
95,643
+1,306
855
$2.48M 0.01%
23,419
+4,938
856
$2.47M 0.01%
63,518
-16,017
857
$2.46M 0.01%
17,442
-7,275
858
$2.44M 0.01%
54,275
+6,811
859
$2.44M 0.01%
165,265
+108,963
860
$2.44M 0.01%
95,281
-31,618
861
$2.43M 0.01%
63,398
-4,632
862
$2.43M 0.01%
43,386
+3,670
863
$2.43M 0.01%
48,916
+3,690
864
$2.43M 0.01%
26,077
+3,648
865
$2.41M 0.01%
25,992
-858
866
$2.4M 0.01%
225,500
+20,034
867
$2.4M 0.01%
19,686
+17,953
868
$2.4M 0.01%
41,738
+369
869
$2.39M 0.01%
57,441
-1,490
870
$2.38M 0.01%
43,241
+1,116
871
$2.38M 0.01%
158,986
-13,102
872
$2.37M 0.01%
53,583
-2,340
873
$2.35M 0.01%
+50,151
874
$2.34M 0.01%
56,682
-1,578
875
$2.34M 0.01%
102,937
+9,035
33 34
35
36 37