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
1276
$1.01M 0.01%
103,734
-2,846
1277
$1.01M 0.01%
5,902
-5,230
1278
$1.01M 0.01%
60,948
+3,464
1279
$1.01M 0.01%
21,768
+166
1280
$1.01M 0.01%
18,838
+7,293
1281
$1.01M 0.01%
7,271
-931
1282
$1M 0.01%
60,894
-74,014
1283
$998K 0.01%
142,850
+60,215
1284
$998K 0.01%
24,167
+9
1285
$996K 0.01%
12,410
+1,557
1286
$996K 0.01%
20,549
-283
1287
$992K 0.01%
104,946
+6,893
1288
$989K 0.01%
22,922
+2,555
1289
$983K 0.01%
53,211
-4,019
1290
$983K 0.01%
7,081
-3,028
1291
$981K 0.01%
1,455
-10,855
1292
$980K 0.01%
36,252
+1,604
1293
$979K 0.01%
15,722
+1,453
1294
$978K 0.01%
+16,284
1295
$976K 0.01%
8,932
+849
1296
$975K 0.01%
46,020
+1,193
1297
$970K 0.01%
43,624
+636
1298
$966K 0.01%
38,403
+12,055
1299
$966K 0.01%
59,373
-66,100
1300
$965K 0.01%
53,241
+28,247
50 51
52
53 54