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
1401
$773K ﹤0.01%
4,537
-63,545
1402
$772K ﹤0.01%
632
-36
1403
$772K ﹤0.01%
37,734
-1,430
1404
$765K ﹤0.01%
+127,400
1405
$762K ﹤0.01%
+8,406
1406
$761K ﹤0.01%
17,267
-288
1407
$760K ﹤0.01%
25,381
+260
1408
$757K ﹤0.01%
79,945
1409
$753K ﹤0.01%
29,200
-3,200
1410
$752K ﹤0.01%
42,236
1411
$751K ﹤0.01%
1,759
+310
1412
$751K ﹤0.01%
23,707
-5,111
1413
$750K ﹤0.01%
32,500
+7,503
1414
$750K ﹤0.01%
18,837
1415
$749K ﹤0.01%
27,695
+122
1416
$749K ﹤0.01%
8,462
-85
1417
$749K ﹤0.01%
13,860
-2,892
1418
$747K ﹤0.01%
38,488
-8,627
1419
$746K ﹤0.01%
50,403
-532
1420
$744K ﹤0.01%
101,189
-1
1421
$742K ﹤0.01%
14,389
-6,658
1422
$740K ﹤0.01%
47,240
-10,940
1423
$739K ﹤0.01%
22,369
-2,049
1424
$739K ﹤0.01%
28,799
+975
1425
$737K ﹤0.01%
13,402
+250
55 56
57
58 59