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
1001
$1.74M 0.01%
119,117
+3,727
1002
$1.74M 0.01%
64,184
+4,350
1003
$1.72M 0.01%
31,993
+2,948
1004
$1.72M 0.01%
35,330
+288
1005
$1.72M 0.01%
12,685
-952
1006
$1.72M 0.01%
63,229
+8,279
1007
$1.72M 0.01%
40,731
-779
1008
$1.71M 0.01%
118,725
+7,890
1009
$1.71M 0.01%
100,538
+84,763
1010
$1.7M 0.01%
124,516
-4,488
1011
$1.7M 0.01%
53,988
-5,608
1012
$1.7M 0.01%
52,031
+402
1013
$1.69M 0.01%
93,091
-391
1014
$1.68M 0.01%
20,202
+1,116
1015
$1.68M 0.01%
67,466
+2,157
1016
$1.68M 0.01%
21,892
-9,425
1017
$1.68M 0.01%
44,719
+38,945
1018
$1.67M 0.01%
38,627
-452
1019
$1.67M 0.01%
76,688
+26,731
1020
$1.65M 0.01%
33,836
+2,733
1021
$1.65M 0.01%
32,184
+8,180
1022
$1.65M 0.01%
27,116
-827
1023
$1.64M 0.01%
63,569
+1,512
1024
$1.64M 0.01%
114,648
-1,214
1025
$1.64M 0.01%
80,451
+27,418
39 40
41
42 43