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
151
$31.6M 0.17%
625,346
-179,662
152
$31.5M 0.17%
929,898
+170,865
153
$31.5M 0.17%
975,242
+43,752
154
$31.2M 0.17%
325,091
-10,660
155
$30.7M 0.17%
378,435
-11,215
156
$30.1M 0.16%
422,343
+17,749
157
$30M 0.16%
845,781
-104,568
158
$29.8M 0.16%
177,950
+165,546
159
$29.8M 0.16%
1,096,912
+464,625
160
$28.4M 0.16%
235,634
+17,587
161
$28.1M 0.15%
420,935
+7,769
162
$27.8M 0.15%
257,187
+34,362
163
$27.7M 0.15%
574,130
+88,291
164
$27.7M 0.15%
538,721
-12,572
165
$27.6M 0.15%
2,277,477
-8,436
166
$27.4M 0.15%
220,047
-444
167
$27.3M 0.15%
114,177
+112,544
168
$26.9M 0.15%
191,937
+20,426
169
$26.8M 0.15%
529,842
+15,381
170
$26.6M 0.15%
123,726
-17,474
171
$26.3M 0.14%
227,260
+23,748
172
$26.1M 0.14%
840,955
+118,295
173
$26M 0.14%
1,396,120
-39,280
174
$25.9M 0.14%
603,638
-17,002
175
$25.6M 0.14%
361,114
-16,255
5 6
7
8 9