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
876
$2.34M 0.01%
436,410
+239,435
877
$2.33M 0.01%
62,911
+6
878
$2.33M 0.01%
75,969
+215
879
$2.32M 0.01%
32,939
+2,390
880
$2.3M 0.01%
114,018
+14,511
881
$2.3M 0.01%
100,884
+5,612
882
$2.3M 0.01%
49,063
-9,764
883
$2.29M 0.01%
43,541
-103
884
$2.29M 0.01%
185,900
885
$2.29M 0.01%
25,026
-758
886
$2.29M 0.01%
100,289
+9,510
887
$2.28M 0.01%
85,922
-32,499
888
$2.28M 0.01%
81,041
+16,548
889
$2.27M 0.01%
40,310
-554
890
$2.25M 0.01%
153,421
-2,628
891
$2.24M 0.01%
48,786
-543
892
$2.23M 0.01%
100,022
+88,561
893
$2.23M 0.01%
88,459
+3,417
894
$2.23M 0.01%
56,459
+5,498
895
$2.22M 0.01%
29,484
-1,937
896
$2.21M 0.01%
61,920
-182,789
897
$2.21M 0.01%
38,469
+14,931
898
$2.2M 0.01%
44,410
-821
899
$2.2M 0.01%
109,059
-6,023
900
$2.2M 0.01%
20,647
+6,894
34 35
36
37 38