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
1651
$471K ﹤0.01%
8,980
-48
1652
$470K ﹤0.01%
+9,584
1653
$470K ﹤0.01%
+11,177
1654
$470K ﹤0.01%
18,185
-395
1655
$469K ﹤0.01%
+12,000
1656
$469K ﹤0.01%
31,876
+1,784
1657
$469K ﹤0.01%
10,203
+1,521
1658
$467K ﹤0.01%
26,000
-2,980
1659
$465K ﹤0.01%
85,765
+6,235
1660
$464K ﹤0.01%
8,734
-260
1661
$463K ﹤0.01%
+11,729
1662
$463K ﹤0.01%
+7,436
1663
$463K ﹤0.01%
8,572
1664
$460K ﹤0.01%
+4,779
1665
$458K ﹤0.01%
127,358
-111,156
1666
$456K ﹤0.01%
11,922
-932
1667
$454K ﹤0.01%
7,483
+190
1668
$454K ﹤0.01%
46,146
-1,719
1669
$452K ﹤0.01%
26,773
-866
1670
$451K ﹤0.01%
4,340
+1,106
1671
$451K ﹤0.01%
+24,000
1672
$450K ﹤0.01%
13,349
+857
1673
$449K ﹤0.01%
8,474
-4,075
1674
$448K ﹤0.01%
+15,403
1675
$447K ﹤0.01%
12,447
-2,058
65 66
67
68 69