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
1926
$286K ﹤0.01%
5,295
-682
1927
$285K ﹤0.01%
7,352
-12,397
1928
$285K ﹤0.01%
5,545
+371
1929
$284K ﹤0.01%
5,962
-661
1930
$284K ﹤0.01%
+12,697
1931
$282K ﹤0.01%
12,693
-1,421
1932
$282K ﹤0.01%
+8,403
1933
$281K ﹤0.01%
412
-92
1934
$280K ﹤0.01%
20,192
+1,000
1935
$280K ﹤0.01%
+7,441
1936
$280K ﹤0.01%
+9,326
1937
$280K ﹤0.01%
11,806
-39
1938
$279K ﹤0.01%
+7,753
1939
$278K ﹤0.01%
13,633
+3,018
1940
$278K ﹤0.01%
+10,928
1941
$278K ﹤0.01%
13,010
-3,830
1942
$277K ﹤0.01%
32,556
+2,420
1943
$276K ﹤0.01%
50,399
-5,740
1944
$276K ﹤0.01%
7,818
+1,199
1945
$276K ﹤0.01%
11,004
+132
1946
$276K ﹤0.01%
6,823
+308
1947
$276K ﹤0.01%
6,675
+1,425
1948
$275K ﹤0.01%
1,824
-11
1949
$274K ﹤0.01%
2,113
-45
1950
$274K ﹤0.01%
4,293
76 77
78
79 80