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
1326
$907K 0.01%
7,000
+1,000
1327
$905K 0.01%
15,139
+8,666
1328
$903K ﹤0.01%
15,326
+2,208
1329
$903K ﹤0.01%
169,364
1330
$897K ﹤0.01%
9,821
+2,298
1331
$897K ﹤0.01%
24,301
-545
1332
$891K ﹤0.01%
25,606
-1,688
1333
$889K ﹤0.01%
69,345
+43,160
1334
$887K ﹤0.01%
20,912
-334
1335
$886K ﹤0.01%
45,446
+22,382
1336
$886K ﹤0.01%
+57,867
1337
$884K ﹤0.01%
13,572
-260
1338
$882K ﹤0.01%
58,942
-195
1339
$880K ﹤0.01%
43,787
+409
1340
$880K ﹤0.01%
128,215
+3,634
1341
$880K ﹤0.01%
65,666
+11,266
1342
$876K ﹤0.01%
62,403
-271,756
1343
$873K ﹤0.01%
14,802
+2,272
1344
$871K ﹤0.01%
15,602
-389
1345
$871K ﹤0.01%
20,116
-1,513
1346
$871K ﹤0.01%
15,479
-3,152
1347
$865K ﹤0.01%
89,162
-39,716
1348
$865K ﹤0.01%
7,900
+20
1349
$864K ﹤0.01%
+22,135
1350
$863K ﹤0.01%
37,995
-1,135
52 53
54
55 56