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
1126
$1.38M 0.01%
78,228
+5,263
1127
$1.38M 0.01%
18,286
-2,025
1128
$1.37M 0.01%
22,976
1129
$1.37M 0.01%
+17,713
1130
$1.37M 0.01%
39,491
+2,465
1131
$1.37M 0.01%
26,500
1132
$1.37M 0.01%
74,857
-1,893
1133
$1.37M 0.01%
36,657
+7,157
1134
$1.37M 0.01%
43,957
+14,402
1135
$1.37M 0.01%
147,807
-10,605
1136
$1.36M 0.01%
148,550
-857,550
1137
$1.36M 0.01%
31,691
-445
1138
$1.35M 0.01%
91,605
+4,592
1139
$1.35M 0.01%
7,938
-1,168
1140
$1.35M 0.01%
148,941
-34,693
1141
$1.34M 0.01%
40,700
-460
1142
$1.34M 0.01%
38,045
+2,216
1143
$1.34M 0.01%
44,198
-2,355
1144
$1.34M 0.01%
41,514
-223
1145
$1.33M 0.01%
66,776
-894
1146
$1.33M 0.01%
33,402
+8,136
1147
$1.33M 0.01%
14,100
+1,120
1148
$1.32M 0.01%
21,195
+1,052
1149
$1.32M 0.01%
143
-150
1150
$1.32M 0.01%
109,332
+72,827
44 45
46
47 48