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
1601
$523K ﹤0.01%
7,840
-115
1602
$522K ﹤0.01%
10,073
-1,232
1603
$521K ﹤0.01%
5,420
+2,185
1604
$521K ﹤0.01%
30,337
+510
1605
$521K ﹤0.01%
15,628
-980
1606
$520K ﹤0.01%
30,612
+5,106
1607
$520K ﹤0.01%
+6,405
1608
$519K ﹤0.01%
14,687
+4,773
1609
$518K ﹤0.01%
25,465
+3,742
1610
$518K ﹤0.01%
16,420
+345
1611
$516K ﹤0.01%
15,685
+1,904
1612
$515K ﹤0.01%
37,499
+5,764
1613
$514K ﹤0.01%
26,690
+6,450
1614
$512K ﹤0.01%
8,642
+1,018
1615
$512K ﹤0.01%
20,762
-25
1616
$511K ﹤0.01%
10,359
+1,155
1617
$508K ﹤0.01%
18,425
-4,981
1618
$507K ﹤0.01%
35,500
+500
1619
$507K ﹤0.01%
11,178
-14,912
1620
$506K ﹤0.01%
15,489
-2
1621
$505K ﹤0.01%
189,177
1622
$500K ﹤0.01%
10,728
-873
1623
$497K ﹤0.01%
101,274
+62,881
1624
$494K ﹤0.01%
15,807
+6,573
1625
$493K ﹤0.01%
8,095
+3,273
63 64
65
66 67