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
1226
$1.14M 0.01%
26,280
-17,039
1227
$1.14M 0.01%
23,591
+5,114
1228
$1.14M 0.01%
+21,102
1229
$1.13M 0.01%
99,195
+4,395
1230
$1.13M 0.01%
148,823
+12,613
1231
$1.13M 0.01%
46,450
+13,100
1232
$1.12M 0.01%
9,414
-659
1233
$1.11M 0.01%
15,185
+1,457
1234
$1.11M 0.01%
7,512
-396
1235
$1.11M 0.01%
25,675
+168
1236
$1.11M 0.01%
42,636
-100
1237
$1.1M 0.01%
41,267
+705
1238
$1.1M 0.01%
37,488
+6,419
1239
$1.1M 0.01%
31,121
+13,318
1240
$1.1M 0.01%
24,788
+702
1241
$1.1M 0.01%
45,762
+17,316
1242
$1.1M 0.01%
78,413
-37,066
1243
$1.09M 0.01%
6,293
-1,593
1244
$1.09M 0.01%
50,380
+6,346
1245
$1.09M 0.01%
14,168
-6,235
1246
$1.09M 0.01%
15,787
+1,084
1247
$1.07M 0.01%
30,540
-2,465
1248
$1.07M 0.01%
52,701
+2,154
1249
$1.07M 0.01%
16,189
-3,562
1250
$1.07M 0.01%
35,512
48 49
50
51 52