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
101
$45.2M 0.25%
405,620
+7,079
102
$44.9M 0.25%
681,546
+22,088
103
$44.7M 0.24%
99,014
+19,677
104
$44.5M 0.24%
570,044
+208,296
105
$44.1M 0.24%
592,671
+22,601
106
$43.5M 0.24%
422,151
+29,079
107
$43.1M 0.24%
672,248
+19,595
108
$42.8M 0.23%
520,330
+17,473
109
$42.7M 0.23%
502,500
+4,998
110
$42.5M 0.23%
1,069,801
+527,514
111
$42.1M 0.23%
1,293,756
+403,406
112
$42M 0.23%
614,923
+130,984
113
$42M 0.23%
277,234
+2,111
114
$41.6M 0.23%
418,558
+6,032
115
$41.3M 0.23%
238,385
+24,366
116
$40.8M 0.22%
255,042
+71,032
117
$40.6M 0.22%
447,794
+4,198
118
$40.2M 0.22%
796,121
+167,658
119
$40.2M 0.22%
645,564
-34,085
120
$40.1M 0.22%
457,729
-44,137
121
$40.1M 0.22%
194,292
+10,430
122
$39.8M 0.22%
980,964
+73,291
123
$39.7M 0.22%
320,867
-117,313
124
$39.7M 0.22%
796,453
-84,023
125
$39.7M 0.22%
288,226
+17,639
3 4
5
6 7