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
1676
$444K ﹤0.01%
17,660
+8,192
1677
$444K ﹤0.01%
9,831
-989
1678
$444K ﹤0.01%
13,085
-3,887
1679
$443K ﹤0.01%
34,704
+3,957
1680
$442K ﹤0.01%
32,014
+525
1681
$442K ﹤0.01%
8,380
1682
$442K ﹤0.01%
46,428
-575
1683
$441K ﹤0.01%
7,171
-380
1684
$441K ﹤0.01%
26,623
+41
1685
$440K ﹤0.01%
59,500
+5,300
1686
$438K ﹤0.01%
24,213
-2,736
1687
$438K ﹤0.01%
9,893
+2,148
1688
$437K ﹤0.01%
31,600
-1,500
1689
$435K ﹤0.01%
18,603
-472
1690
$435K ﹤0.01%
62,350
+11,566
1691
$434K ﹤0.01%
26,512
+4,608
1692
$433K ﹤0.01%
+13,075
1693
$433K ﹤0.01%
+9,424
1694
$432K ﹤0.01%
121,680
+1,700
1695
$431K ﹤0.01%
11,752
+2
1696
$431K ﹤0.01%
12,778
-18
1697
$430K ﹤0.01%
27,328
+77
1698
$429K ﹤0.01%
46,950
-2,603
1699
$428K ﹤0.01%
38,309
1700
$428K ﹤0.01%
+41,361
66 67
68
69 70