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
926
$2.08M 0.01%
31,964
-795
927
$2.08M 0.01%
35,047
-392
928
$2.07M 0.01%
2,696
-29
929
$2.06M 0.01%
72,446
+10,599
930
$2.05M 0.01%
25,214
+139
931
$2.04M 0.01%
122,745
+8,175
932
$2.04M 0.01%
137,231
+1,836
933
$2.03M 0.01%
119,414
-1,295
934
$2.03M 0.01%
142,992
+23,443
935
$2.02M 0.01%
39,362
+16,074
936
$2.02M 0.01%
119,753
-19,075
937
$2.01M 0.01%
22,366
+189
938
$2.01M 0.01%
221,970
-48,968
939
$2M 0.01%
86,693
-44,414
940
$2M 0.01%
153,500
-2,600
941
$2M 0.01%
24,858
-975
942
$2M 0.01%
154,600
+7,483
943
$1.99M 0.01%
28,604
-5,269
944
$1.99M 0.01%
137,386
-687
945
$1.99M 0.01%
30,199
-11,190
946
$1.99M 0.01%
65,536
-599
947
$1.99M 0.01%
88,250
-24,700
948
$1.98M 0.01%
+28,619
949
$1.98M 0.01%
90,154
+2,607
950
$1.96M 0.01%
26,118
+13,776
36 37
38
39 40