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
1826
$342K ﹤0.01%
3,239
1827
$342K ﹤0.01%
28,239
+12,639
1828
$342K ﹤0.01%
4,048
+39
1829
$342K ﹤0.01%
10,012
-205
1830
$342K ﹤0.01%
3,730
-480
1831
$341K ﹤0.01%
23,957
-12,794
1832
$340K ﹤0.01%
15,634
1833
$339K ﹤0.01%
34,203
+350
1834
$339K ﹤0.01%
6,009
+782
1835
$339K ﹤0.01%
16,101
-5,855
1836
$338K ﹤0.01%
8,762
1837
$338K ﹤0.01%
6,617
-500
1838
$337K ﹤0.01%
+24,162
1839
$337K ﹤0.01%
6,246
+13
1840
$337K ﹤0.01%
6,439
-187
1841
$336K ﹤0.01%
1,952
+732
1842
$336K ﹤0.01%
11,514
+695
1843
$335K ﹤0.01%
13,517
+670
1844
$334K ﹤0.01%
17,528
+2,196
1845
$334K ﹤0.01%
3,728
-161
1846
$334K ﹤0.01%
14,943
-138
1847
$333K ﹤0.01%
5,879
+862
1848
$333K ﹤0.01%
25,844
+742
1849
$332K ﹤0.01%
22,152
-160
1850
$332K ﹤0.01%
18,142
+502
72 73
74
75 76