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
1526
$604K ﹤0.01%
97,804
-39,779
1527
$603K ﹤0.01%
31,219
-5,923
1528
$603K ﹤0.01%
9,766
+538
1529
$602K ﹤0.01%
4,412
-3,554
1530
$601K ﹤0.01%
7,294
-561
1531
$600K ﹤0.01%
17,134
+2,761
1532
$599K ﹤0.01%
18,281
-43,092
1533
$599K ﹤0.01%
13,155
-1,629
1534
$598K ﹤0.01%
7,629
-235
1535
$598K ﹤0.01%
32,160
+854
1536
$596K ﹤0.01%
13,639
+5,078
1537
$594K ﹤0.01%
6,737
+204
1538
$591K ﹤0.01%
14,422
-2,598
1539
$591K ﹤0.01%
29,396
+110
1540
$591K ﹤0.01%
13,797
-488
1541
$589K ﹤0.01%
21,006
-2,389
1542
$589K ﹤0.01%
15,648
+996
1543
$588K ﹤0.01%
11,196
-36,067
1544
$586K ﹤0.01%
9,611
-374
1545
$584K ﹤0.01%
30,883
+8,116
1546
$582K ﹤0.01%
25,383
+3,637
1547
$582K ﹤0.01%
33,852
-66,515
1548
$578K ﹤0.01%
29,615
-3,362
1549
$578K ﹤0.01%
10,596
+509
1550
$577K ﹤0.01%
13,303
-1,891
60 61
62
63 64