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
1576
$546K ﹤0.01%
+20,470
1577
$546K ﹤0.01%
11,129
+347
1578
$545K ﹤0.01%
+4,407
1579
$543K ﹤0.01%
1,297
+73
1580
$543K ﹤0.01%
66,601
+32,072
1581
$541K ﹤0.01%
12,997
+7,610
1582
$539K ﹤0.01%
40,288
+19,950
1583
$538K ﹤0.01%
24,808
-27,100
1584
$537K ﹤0.01%
37,375
+10,150
1585
$537K ﹤0.01%
36,770
+916
1586
$536K ﹤0.01%
44,073
-3,643
1587
$534K ﹤0.01%
10,559
+351
1588
$533K ﹤0.01%
14,360
-104
1589
$533K ﹤0.01%
3,168
+425
1590
$533K ﹤0.01%
31,032
-181
1591
$532K ﹤0.01%
36,493
+1,933
1592
$532K ﹤0.01%
26,570
+236
1593
$529K ﹤0.01%
42,330
-1,602
1594
$529K ﹤0.01%
8,097
1595
$529K ﹤0.01%
15,834
-306
1596
$528K ﹤0.01%
11,280
-9,156
1597
$528K ﹤0.01%
+38,221
1598
$526K ﹤0.01%
2,544
-5,411
1599
$526K ﹤0.01%
206
-28
1600
$523K ﹤0.01%
24,235
+315
62 63
64
65 66