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
951
$1.96M 0.01%
102,809
-4,967
952
$1.95M 0.01%
415,608
-17,216
953
$1.95M 0.01%
63,208
+4,484
954
$1.95M 0.01%
51,945
-10,054
955
$1.94M 0.01%
25,779
+6,267
956
$1.94M 0.01%
92,107
+34,750
957
$1.94M 0.01%
25,307
+1,645
958
$1.94M 0.01%
178,508
+270
959
$1.93M 0.01%
36,178
-9,669
960
$1.93M 0.01%
84,486
+8,679
961
$1.93M 0.01%
52,715
-7,245
962
$1.92M 0.01%
173,868
+17,433
963
$1.92M 0.01%
19,282
+1,386
964
$1.91M 0.01%
230,190
-19,910
965
$1.91M 0.01%
55,996
+5,690
966
$1.91M 0.01%
40,146
-456
967
$1.91M 0.01%
64,799
+5,206
968
$1.91M 0.01%
46,050
-26,666
969
$1.9M 0.01%
92,048
-1,498
970
$1.9M 0.01%
143,762
-7,733
971
$1.89M 0.01%
57,477
-591
972
$1.88M 0.01%
92,047
-57,417
973
$1.88M 0.01%
210,455
-7,166
974
$1.87M 0.01%
561,820
-8,910
975
$1.86M 0.01%
41,932
+23,080
37 38
39
40 41