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
1801
$362K ﹤0.01%
39,935
-132,854
1802
$362K ﹤0.01%
15,330
+3,492
1803
$360K ﹤0.01%
5,684
-28
1804
$358K ﹤0.01%
12,661
-170
1805
$358K ﹤0.01%
4,695
-100
1806
$358K ﹤0.01%
30,240
+1,887
1807
$357K ﹤0.01%
2,419
-415
1808
$357K ﹤0.01%
16,340
+57
1809
$355K ﹤0.01%
20,658
-4,164
1810
$352K ﹤0.01%
80,615
-6,218
1811
$352K ﹤0.01%
18,940
-425
1812
$352K ﹤0.01%
13,273
+270
1813
$351K ﹤0.01%
8,657
+205
1814
$351K ﹤0.01%
4,851
+149
1815
$349K ﹤0.01%
20,685
+4,346
1816
$349K ﹤0.01%
+20,000
1817
$348K ﹤0.01%
+78,848
1818
$348K ﹤0.01%
+10,070
1819
$347K ﹤0.01%
1,228
-190
1820
$346K ﹤0.01%
8,643
-2,275
1821
$345K ﹤0.01%
24,538
-1,425
1822
$344K ﹤0.01%
8,640
-10
1823
$344K ﹤0.01%
11,287
+2,952
1824
$343K ﹤0.01%
+21,400
1825
$343K ﹤0.01%
6,862
+149
71 72
73
74 75