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
1851
$332K ﹤0.01%
2,337
-4,479
1852
$331K ﹤0.01%
3,346
+59
1853
$329K ﹤0.01%
4,015
-2,662
1854
$329K ﹤0.01%
7,654
-12,377
1855
$329K ﹤0.01%
+11,139
1856
$328K ﹤0.01%
1,810
-869
1857
$327K ﹤0.01%
+922
1858
$327K ﹤0.01%
+5,027
1859
$327K ﹤0.01%
6,204
-11,070
1860
$327K ﹤0.01%
59,864
+29,250
1861
$326K ﹤0.01%
7,674
-391
1862
$326K ﹤0.01%
40,356
+1,838
1863
$325K ﹤0.01%
9,320
-359
1864
$323K ﹤0.01%
13,822
-27,044
1865
$322K ﹤0.01%
3,760
+182
1866
$320K ﹤0.01%
17,660
-24,171
1867
$319K ﹤0.01%
+17,600
1868
$319K ﹤0.01%
15,504
-838
1869
$319K ﹤0.01%
50,221
+20,749
1870
$318K ﹤0.01%
13,287
+377
1871
$318K ﹤0.01%
13,179
-7,163
1872
$318K ﹤0.01%
8,070
-788
1873
$317K ﹤0.01%
11,655
-1,290
1874
$315K ﹤0.01%
6,750
+1,882
1875
$315K ﹤0.01%
12,770
-3,510
73 74
75
76 77