Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$45.3M
2
+$44.3M
3
+$44.2M
4
IRM icon
Iron Mountain
IRM
+$33.3M
5
CTSH icon
Cognizant
CTSH
+$30M

Top Sells

1
+$59.3M
2
+$34.1M
3
+$33.8M
4
DUK icon
Duke Energy
DUK
+$29.9M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$29.2M

Sector Composition

1 Healthcare 13.98%
2 Technology 11.93%
3 Industrials 10.33%
4 Financials 9.56%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$694K ﹤0.01%
23,204
+3,750
1452
$693K ﹤0.01%
16,559
+1,503
1453
$692K ﹤0.01%
8,944
+5,976
1454
$691K ﹤0.01%
12,670
-1,724
1455
$691K ﹤0.01%
+30,992
1456
$690K ﹤0.01%
29,807
-7,526
1457
$690K ﹤0.01%
+32,537
1458
$687K ﹤0.01%
12,415
+267
1459
$687K ﹤0.01%
54,710
+9,607
1460
$685K ﹤0.01%
14,016
+1,166
1461
$683K ﹤0.01%
17,602
+4,557
1462
$680K ﹤0.01%
8,529
+171
1463
$679K ﹤0.01%
25,894
+751
1464
$678K ﹤0.01%
7,032
-2,678
1465
$678K ﹤0.01%
13,657
+1,053
1466
$677K ﹤0.01%
14,004
-7,568
1467
$677K ﹤0.01%
+10,745
1468
$674K ﹤0.01%
8,630
+1,284
1469
$670K ﹤0.01%
9,595
+127
1470
$670K ﹤0.01%
35,617
-1,673
1471
$669K ﹤0.01%
5,381
-4
1472
$668K ﹤0.01%
32,095
-9,426
1473
$664K ﹤0.01%
11,422
+67
1474
$664K ﹤0.01%
25,143
+14,291
1475
$662K ﹤0.01%
+15,774
57 58
59
60 61