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
126
$38.5M 0.21%
908,405
+81,567
127
$38.1M 0.21%
599,129
-265,759
128
$37.8M 0.21%
634,583
+38,662
129
$37.4M 0.2%
467,572
-56,457
130
$37.1M 0.2%
712,614
+70,422
131
$36.9M 0.2%
738,102
-2,187
132
$36.5M 0.2%
598,960
+44,795
133
$36.4M 0.2%
690,468
+30,006
134
$36.1M 0.2%
433,051
+16,791
135
$35.9M 0.2%
294,727
-23,170
136
$35.9M 0.2%
429,704
-28,542
137
$35.3M 0.19%
118,580
+71,166
138
$34.4M 0.19%
368,730
+12,207
139
$34.4M 0.19%
575,980
-20,671
140
$34M 0.19%
595,023
+39,906
141
$33.7M 0.18%
899,075
+31,864
142
$33.1M 0.18%
1,011,450
+143,027
143
$32.9M 0.18%
883,126
+81,133
144
$32.7M 0.18%
317,868
+717
145
$32.7M 0.18%
336,374
+10,682
146
$32.6M 0.18%
893,667
+861,309
147
$32.3M 0.18%
212,799
+91,162
148
$32.1M 0.18%
380,605
-5,712
149
$32.1M 0.18%
535,612
+53,290
150
$31.9M 0.17%
192,962
-3,616
4 5
6
7 8