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
1151
$1.31M 0.01%
30,676
+15,596
1152
$1.31M 0.01%
27,504
+1,446
1153
$1.31M 0.01%
32,007
-1,756
1154
$1.3M 0.01%
212,780
-1,380
1155
$1.3M 0.01%
6,722
-28
1156
$1.29M 0.01%
16,621
+5,561
1157
$1.29M 0.01%
30,150
+4,341
1158
$1.28M 0.01%
39,750
-3,241
1159
$1.28M 0.01%
27,798
+26
1160
$1.27M 0.01%
16,329
+382
1161
$1.27M 0.01%
67,848
+2,548
1162
$1.27M 0.01%
18,641
+6,763
1163
$1.26M 0.01%
19,195
-463
1164
$1.26M 0.01%
24,998
-22,824
1165
$1.26M 0.01%
130,000
+787
1166
$1.26M 0.01%
141,802
-5
1167
$1.26M 0.01%
70,000
1168
$1.26M 0.01%
178,430
-209,535
1169
$1.26M 0.01%
22,140
+1,219
1170
$1.25M 0.01%
19,584
+10,138
1171
$1.25M 0.01%
+29,391
1172
$1.25M 0.01%
56,512
-1,287
1173
$1.25M 0.01%
84,073
+3,733
1174
$1.25M 0.01%
36,381
-16,114
1175
$1.25M 0.01%
59,738
+4,550
45 46
47
48 49