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
1426
$736K ﹤0.01%
12,490
-144
1427
$736K ﹤0.01%
6,644
+2,407
1428
$733K ﹤0.01%
23,834
-1,386
1429
$730K ﹤0.01%
13,707
-1,970
1430
$730K ﹤0.01%
14,249
+974
1431
$730K ﹤0.01%
380,359
-6,285
1432
$728K ﹤0.01%
13,430
-3,325
1433
$727K ﹤0.01%
14,921
-3,533
1434
$727K ﹤0.01%
+36,978
1435
$726K ﹤0.01%
50,007
+35,007
1436
$724K ﹤0.01%
24,786
+4,832
1437
$724K ﹤0.01%
24,747
+1,973
1438
$724K ﹤0.01%
11,293
-6,181
1439
$722K ﹤0.01%
19,132
+7,151
1440
$718K ﹤0.01%
7,560
+1,466
1441
$717K ﹤0.01%
27,734
+2,073
1442
$713K ﹤0.01%
8,505
-4,518
1443
$712K ﹤0.01%
24,992
-10,517
1444
$711K ﹤0.01%
24,104
+2,096
1445
$709K ﹤0.01%
46,075
1446
$705K ﹤0.01%
17,989
-2,726
1447
$703K ﹤0.01%
+10,290
1448
$702K ﹤0.01%
53,274
-5,732
1449
$698K ﹤0.01%
9,444
-1,587
1450
$698K ﹤0.01%
21,244
+1,449
56 57
58
59 60