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
1501
$628K ﹤0.01%
22,300
-12,700
1502
$627K ﹤0.01%
+36,346
1503
$627K ﹤0.01%
3,425
-8,900
1504
$627K ﹤0.01%
116,180
+7,469
1505
$626K ﹤0.01%
7,512
1506
$626K ﹤0.01%
34,632
1507
$626K ﹤0.01%
+9,081
1508
$625K ﹤0.01%
6,604
-1,684
1509
$625K ﹤0.01%
20,890
+11,657
1510
$624K ﹤0.01%
38,460
-4,465
1511
$624K ﹤0.01%
23,305
+12,476
1512
$621K ﹤0.01%
18,174
+2,972
1513
$620K ﹤0.01%
52,261
+7,662
1514
$616K ﹤0.01%
+10,721
1515
$614K ﹤0.01%
7,005
-625
1516
$614K ﹤0.01%
9,601
+651
1517
$613K ﹤0.01%
50,000
+30,000
1518
$612K ﹤0.01%
21,758
+1,535
1519
$608K ﹤0.01%
3,998
-131
1520
$608K ﹤0.01%
20,599
+10,737
1521
$608K ﹤0.01%
376
+4
1522
$605K ﹤0.01%
15,978
+4,218
1523
$604K ﹤0.01%
+23,810
1524
$604K ﹤0.01%
22,480
-1,826
1525
$604K ﹤0.01%
7,829
-1,661
59 60
61
62 63