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
1176
$1.25M 0.01%
34,940
+19,809
1177
$1.24M 0.01%
271,086
-48,421
1178
$1.23M 0.01%
+28,407
1179
$1.23M 0.01%
30,084
+1,711
1180
$1.23M 0.01%
10,192
+4,596
1181
$1.22M 0.01%
25,407
+652
1182
$1.22M 0.01%
94,222
-2,792
1183
$1.22M 0.01%
57,473
+6,601
1184
$1.22M 0.01%
37,031
+7,325
1185
$1.22M 0.01%
+100,000
1186
$1.21M 0.01%
23,617
+11,561
1187
$1.21M 0.01%
10,667
+2,504
1188
$1.21M 0.01%
31,608
+454
1189
$1.21M 0.01%
83,866
+3,538
1190
$1.21M 0.01%
21,937
+4,313
1191
$1.21M 0.01%
36,937
+5,897
1192
$1.21M 0.01%
54,291
+6,785
1193
$1.21M 0.01%
29,719
+9,227
1194
$1.2M 0.01%
13,340
+11,095
1195
$1.2M 0.01%
25,391
+5,081
1196
$1.2M 0.01%
52,090
-3,980
1197
$1.2M 0.01%
83,118
-23,281
1198
$1.2M 0.01%
32,550
+1,029
1199
$1.2M 0.01%
22,837
+2,355
1200
$1.19M 0.01%
26,813
+13,769
46 47
48
49 50