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
1376
$814K ﹤0.01%
10,536
+4,042
1377
$812K ﹤0.01%
23,279
-418
1378
$812K ﹤0.01%
10,546
+321
1379
$808K ﹤0.01%
47,280
+2,463
1380
$807K ﹤0.01%
18,320
+20
1381
$807K ﹤0.01%
79,768
+2,337
1382
$806K ﹤0.01%
2,801
+747
1383
$804K ﹤0.01%
+25,435
1384
$804K ﹤0.01%
+3,797
1385
$802K ﹤0.01%
31,729
+7,481
1386
$801K ﹤0.01%
30,209
-15,956
1387
$799K ﹤0.01%
94,573
+8,287
1388
$798K ﹤0.01%
10,414
+1,871
1389
$794K ﹤0.01%
13,254
-644
1390
$794K ﹤0.01%
63,558
+3,409
1391
$793K ﹤0.01%
4,028
-2,563
1392
$792K ﹤0.01%
67,466
-8,807
1393
$791K ﹤0.01%
41,174
+176
1394
$791K ﹤0.01%
4,837
+265
1395
$788K ﹤0.01%
30,325
+161
1396
$788K ﹤0.01%
232,592
+5,710
1397
$787K ﹤0.01%
55,374
-3,088
1398
$787K ﹤0.01%
30,935
+9,505
1399
$784K ﹤0.01%
23,000
-2,269
1400
$774K ﹤0.01%
6,297
+591
54 55
56
57 58