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
1626
$492K ﹤0.01%
11,372
-699
1627
$492K ﹤0.01%
68,811
-6,488
1628
$492K ﹤0.01%
10,911
-5,120
1629
$491K ﹤0.01%
82,530
+13,580
1630
$488K ﹤0.01%
7,400
-2,136
1631
$487K ﹤0.01%
43,261
+26,340
1632
$487K ﹤0.01%
19,672
-1,393
1633
$486K ﹤0.01%
15,307
-201,647
1634
$486K ﹤0.01%
39,594
-331
1635
$486K ﹤0.01%
16,424
+78
1636
$486K ﹤0.01%
12,549
+5,619
1637
$485K ﹤0.01%
14,484
-1,817
1638
$485K ﹤0.01%
9,193
+718
1639
$484K ﹤0.01%
+12,978
1640
$483K ﹤0.01%
90,450
-14,662
1641
$481K ﹤0.01%
30,980
+13,650
1642
$479K ﹤0.01%
10,997
-868
1643
$477K ﹤0.01%
+8,408
1644
$476K ﹤0.01%
6,864
-7,000
1645
$475K ﹤0.01%
76,525
-223,475
1646
$475K ﹤0.01%
87,714
-16,753
1647
$473K ﹤0.01%
+17,768
1648
$472K ﹤0.01%
2,544
+761
1649
$472K ﹤0.01%
18,054
+10,329
1650
$471K ﹤0.01%
23,156
+606
64 65
66
67 68