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
1726
$413K ﹤0.01%
21,234
+2,912
1727
$413K ﹤0.01%
67,215
-190
1728
$413K ﹤0.01%
8,607
-719
1729
$413K ﹤0.01%
12,829
+675
1730
$412K ﹤0.01%
13,046
-616
1731
$411K ﹤0.01%
8,680
-252
1732
$411K ﹤0.01%
4,800
-100
1733
$411K ﹤0.01%
105,784
+12,431
1734
$409K ﹤0.01%
24,909
+13,831
1735
$407K ﹤0.01%
15,684
-311
1736
$407K ﹤0.01%
15,184
+489
1737
$406K ﹤0.01%
30,383
+2,275
1738
$405K ﹤0.01%
45,400
+5,500
1739
$403K ﹤0.01%
7,927
+480
1740
$402K ﹤0.01%
19,627
+161
1741
$399K ﹤0.01%
+5,159
1742
$399K ﹤0.01%
+7,971
1743
$398K ﹤0.01%
30,285
-150
1744
$397K ﹤0.01%
10,527
+4,858
1745
$396K ﹤0.01%
+15,004
1746
$395K ﹤0.01%
13,200
1747
$394K ﹤0.01%
42,350
-1,000
1748
$393K ﹤0.01%
11,964
-34,712
1749
$393K ﹤0.01%
81,078
-24,435
1750
$392K ﹤0.01%
27,055
-1,403
68 69
70
71 72