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
1876
$314K ﹤0.01%
5,537
+1,010
1877
$314K ﹤0.01%
20,536
+4,508
1878
$314K ﹤0.01%
+11,988
1879
$313K ﹤0.01%
4,657
-271
1880
$313K ﹤0.01%
17,055
+12,217
1881
$312K ﹤0.01%
21,714
-10,647
1882
$311K ﹤0.01%
10,252
-198
1883
$310K ﹤0.01%
12,865
+3,579
1884
$310K ﹤0.01%
4,310
-45
1885
$309K ﹤0.01%
2,873
+500
1886
$309K ﹤0.01%
44,376
+2,243
1887
$308K ﹤0.01%
16,583
-105
1888
$308K ﹤0.01%
15,639
+372
1889
$307K ﹤0.01%
17,615
+5,623
1890
$306K ﹤0.01%
1,160
+1
1891
$305K ﹤0.01%
10,133
-1,963
1892
$304K ﹤0.01%
7,080
-21,692
1893
$303K ﹤0.01%
5,130
1894
$303K ﹤0.01%
9,800
+1,965
1895
$303K ﹤0.01%
28,465
-105
1896
$302K ﹤0.01%
18,619
-2,300
1897
$301K ﹤0.01%
9,834
+664
1898
$301K ﹤0.01%
+411
1899
$301K ﹤0.01%
13,999
+874
1900
$300K ﹤0.01%
+3,374
74 75
76
77 78