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
1551
$568K ﹤0.01%
33,004
-884
1552
$568K ﹤0.01%
13,227
-12,259
1553
$568K ﹤0.01%
5,424
+25
1554
$567K ﹤0.01%
32,331
-4,400
1555
$567K ﹤0.01%
34,400
-45,000
1556
$566K ﹤0.01%
20,037
+1,444
1557
$565K ﹤0.01%
25,541
-1,753
1558
$564K ﹤0.01%
55,206
+1,234
1559
$562K ﹤0.01%
41,900
-6,863
1560
$562K ﹤0.01%
37,662
-214
1561
$561K ﹤0.01%
16,500
+4,730
1562
$559K ﹤0.01%
4,750
-470
1563
$557K ﹤0.01%
12,464
-6,001
1564
$556K ﹤0.01%
15,389
1565
$555K ﹤0.01%
8,379
+1,254
1566
$555K ﹤0.01%
3,966
+291
1567
$554K ﹤0.01%
22,342
+496
1568
$554K ﹤0.01%
18,560
+5,057
1569
$551K ﹤0.01%
18,721
-6,739
1570
$549K ﹤0.01%
+4,484
1571
$548K ﹤0.01%
7,907
-208
1572
$548K ﹤0.01%
8,957
-33
1573
$547K ﹤0.01%
20,690
+4,743
1574
$547K ﹤0.01%
+21,041
1575
$547K ﹤0.01%
18,000
-900
61 62
63
64 65