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
76
$52.3M 0.29%
863,812
-12,487
77
$52.1M 0.29%
258,501
+5,325
78
$51.6M 0.28%
667,391
+23,696
79
$50.6M 0.28%
1,536,870
-3,087
80
$50.5M 0.28%
406,833
+39,635
81
$50.3M 0.28%
451,403
+103,208
82
$49.9M 0.27%
325,570
-2,026
83
$49.4M 0.27%
1,218,704
-34,725
84
$49.4M 0.27%
765,364
+47,442
85
$49.3M 0.27%
1,896,848
-30,036
86
$48.8M 0.27%
846,506
+66,346
87
$48.7M 0.27%
594,573
+37,057
88
$48.6M 0.27%
1,704,138
-1,111
89
$48.6M 0.27%
574,360
+58,558
90
$48.3M 0.26%
+1,460,366
91
$48.3M 0.26%
515,477
+6,234
92
$47.6M 0.26%
454,365
+2,019
93
$47.4M 0.26%
856,492
-20,536
94
$46.9M 0.26%
1,710,018
+17,112
95
$46.8M 0.26%
534,010
+15,981
96
$46.6M 0.26%
1,941,651
+1,032,147
97
$46.2M 0.25%
227,719
+18,204
98
$46M 0.25%
1,725,266
+52,034
99
$46M 0.25%
676,772
-28,444
100
$45.9M 0.25%
1,036,463
+32,371
2 3
4
5 6