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
1751
$392K ﹤0.01%
13,296
+370
1752
$392K ﹤0.01%
4,765
-135
1753
$392K ﹤0.01%
7,984
-483
1754
$392K ﹤0.01%
+9,336
1755
$390K ﹤0.01%
17,078
-2,174
1756
$390K ﹤0.01%
3,073
+254
1757
$388K ﹤0.01%
10,984
-10
1758
$387K ﹤0.01%
11,496
+1,891
1759
$386K ﹤0.01%
+4,237
1760
$386K ﹤0.01%
47,867
+5,667
1761
$386K ﹤0.01%
10,484
-19,567
1762
$384K ﹤0.01%
12,549
+3,709
1763
$384K ﹤0.01%
36,163
+3,067
1764
$383K ﹤0.01%
20,590
+4,300
1765
$382K ﹤0.01%
12,036
-885
1766
$382K ﹤0.01%
40,000
-76,873
1767
$381K ﹤0.01%
8,820
+193
1768
$381K ﹤0.01%
67,979
-30,123
1769
$381K ﹤0.01%
6,299
-6,354
1770
$380K ﹤0.01%
6,538
+186
1771
$380K ﹤0.01%
4,439
-235
1772
$380K ﹤0.01%
61,066
+6,282
1773
$379K ﹤0.01%
+3,634
1774
$379K ﹤0.01%
3,096
+10
1775
$378K ﹤0.01%
15,500
-100
69 70
71
72 73