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
1351
$861K ﹤0.01%
43,589
+515
1352
$861K ﹤0.01%
26,868
-2,216
1353
$860K ﹤0.01%
30,636
+313
1354
$852K ﹤0.01%
8,472
-311
1355
$852K ﹤0.01%
12,161
-481
1356
$846K ﹤0.01%
14,018
+29
1357
$845K ﹤0.01%
23,596
1358
$842K ﹤0.01%
15,651
+11,297
1359
$842K ﹤0.01%
42,153
+5,420
1360
$841K ﹤0.01%
13,240
-454
1361
$841K ﹤0.01%
15,590
-1,344
1362
$839K ﹤0.01%
19,851
+10,716
1363
$839K ﹤0.01%
7,650
1364
$836K ﹤0.01%
24,388
+675
1365
$834K ﹤0.01%
2,415
-1,355
1366
$832K ﹤0.01%
6,890
+110
1367
$831K ﹤0.01%
31,898
-94
1368
$828K ﹤0.01%
22,468
-2,286
1369
$824K ﹤0.01%
31,555
+8,723
1370
$823K ﹤0.01%
17,386
+2,052
1371
$817K ﹤0.01%
19,249
+6
1372
$817K ﹤0.01%
27,655
+787
1373
$816K ﹤0.01%
11,142
+7,127
1374
$816K ﹤0.01%
12,809
-2,501
1375
$815K ﹤0.01%
62,075
-22,838
53 54
55
56 57