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
1251
$1.07M 0.01%
30,037
-7,027
1252
$1.06M 0.01%
8,892
-1,065
1253
$1.06M 0.01%
+51,988
1254
$1.06M 0.01%
34,177
+5,293
1255
$1.06M 0.01%
226,262
-10,010
1256
$1.05M 0.01%
14,531
-83
1257
$1.05M 0.01%
383
+90
1258
$1.05M 0.01%
65,545
+9,815
1259
$1.05M 0.01%
73,324
+1,476
1260
$1.05M 0.01%
4,100
-741
1261
$1.05M 0.01%
54,708
1262
$1.05M 0.01%
30,261
-4,660
1263
$1.05M 0.01%
140,309
+14,944
1264
$1.04M 0.01%
33,294
+9,462
1265
$1.04M 0.01%
18,757
+2,303
1266
$1.04M 0.01%
39,668
-8,180
1267
$1.04M 0.01%
17,020
+8,725
1268
$1.04M 0.01%
94,617
+30,516
1269
$1.04M 0.01%
23,871
+13,200
1270
$1.03M 0.01%
87,294
-3,443
1271
$1.03M 0.01%
12,568
+8,109
1272
$1.03M 0.01%
17,045
+106
1273
$1.03M 0.01%
108,120
-1,350
1274
$1.03M 0.01%
50,665
+375
1275
$1.02M 0.01%
42,030
-140
49 50
51
52 53