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
1301
$964K 0.01%
22,038
+699
1302
$964K 0.01%
23,271
+14,627
1303
$963K 0.01%
19,060
+4,002
1304
$962K 0.01%
14,009
+7,318
1305
$960K 0.01%
19,456
+6,326
1306
$960K 0.01%
8,338
+1,409
1307
$959K 0.01%
27,368
+60
1308
$959K 0.01%
18,546
+403
1309
$957K 0.01%
28,219
-19,342
1310
$954K 0.01%
39,892
+1,723
1311
$951K 0.01%
23,271
+8,771
1312
$950K 0.01%
86,472
-6,712
1313
$948K 0.01%
20,450
+1,864
1314
$944K 0.01%
106,814
-139,812
1315
$942K 0.01%
10,596
+1,022
1316
$939K 0.01%
35,300
+23,355
1317
$934K 0.01%
29,860
+4,810
1318
$931K 0.01%
12,222
-455
1319
$931K 0.01%
10,064
+1,578
1320
$930K 0.01%
3,995
+482
1321
$928K 0.01%
67,205
+10,428
1322
$926K 0.01%
16,215
+1,697
1323
$924K 0.01%
10,105
+5,343
1324
$920K 0.01%
53,879
-22,000
1325
$916K 0.01%
26,649
+969
51 52
53
54 55