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
1901
$298K ﹤0.01%
+25,000
1902
$295K ﹤0.01%
20,125
+600
1903
$295K ﹤0.01%
33,661
+7,128
1904
$294K ﹤0.01%
8,825
-1,186
1905
$294K ﹤0.01%
36,587
-2,776
1906
$294K ﹤0.01%
12,300
1907
$294K ﹤0.01%
71,626
+729
1908
$294K ﹤0.01%
9,551
-1,233
1909
$293K ﹤0.01%
8,429
-9,323
1910
$293K ﹤0.01%
+462
1911
$293K ﹤0.01%
10,919
+408
1912
$293K ﹤0.01%
16,868
-32,759
1913
$293K ﹤0.01%
2,571
+453
1914
$293K ﹤0.01%
1,832
-1,094
1915
$292K ﹤0.01%
9,558
+2,241
1916
$291K ﹤0.01%
+14,755
1917
$291K ﹤0.01%
2,933
+489
1918
$289K ﹤0.01%
5,966
+159
1919
$289K ﹤0.01%
21,043
-26,338
1920
$288K ﹤0.01%
65,899
-24,753
1921
$288K ﹤0.01%
20,173
+1,349
1922
$287K ﹤0.01%
17,950
1923
$286K ﹤0.01%
13,766
+649
1924
$286K ﹤0.01%
3,515
-119
1925
$286K ﹤0.01%
19,326
+680
75 76
77
78 79