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
1201
$1.19M 0.01%
23,466
+10,724
1202
$1.19M 0.01%
5,699
-616
1203
$1.19M 0.01%
69,990
+2,088
1204
$1.19M 0.01%
20,473
-1,231
1205
$1.18M 0.01%
33,715
-270
1206
$1.17M 0.01%
6,703
+861
1207
$1.17M 0.01%
34,870
-2,833
1208
$1.17M 0.01%
78,227
+9,349
1209
$1.16M 0.01%
69,350
-16,300
1210
$1.16M 0.01%
82,850
+14,081
1211
$1.16M 0.01%
+56,612
1212
$1.16M 0.01%
96,594
-104
1213
$1.16M 0.01%
20,853
-3,198
1214
$1.15M 0.01%
7,646
+578
1215
$1.15M 0.01%
54,067
+8,931
1216
$1.15M 0.01%
22,995
+2,950
1217
$1.15M 0.01%
27,094
+16,764
1218
$1.15M 0.01%
54,022
+10,241
1219
$1.15M 0.01%
65,322
-6,897
1220
$1.15M 0.01%
32,707
-100
1221
$1.15M 0.01%
19,438
+150
1222
$1.15M 0.01%
22,102
+2,612
1223
$1.14M 0.01%
+37,860
1224
$1.14M 0.01%
861
+24
1225
$1.14M 0.01%
8,732
-38
47 48
49
50 51