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
176
$25.1M 0.14%
128,411
+48,111
177
$25M 0.14%
788,604
-5,164
178
$24.8M 0.14%
1,537,076
+27,596
179
$24.8M 0.14%
226,661
+25,150
180
$24.6M 0.13%
697,283
+106,939
181
$24.6M 0.13%
517,313
+45,579
182
$24.5M 0.13%
286,266
-24,040
183
$24.5M 0.13%
757,466
-6,243
184
$24.2M 0.13%
549,137
-235,248
185
$23.9M 0.13%
661,561
-5,750
186
$23.7M 0.13%
+482,450
187
$23.7M 0.13%
1,153,965
-120,036
188
$23.4M 0.13%
1,371,006
-369,680
189
$23.4M 0.13%
93,924
+16,386
190
$23.3M 0.13%
263,282
+6,970
191
$23.2M 0.13%
578,189
+15,942
192
$23.1M 0.13%
1,634,272
-221,607
193
$23M 0.13%
213,124
+20,148
194
$23M 0.13%
249,981
+19,412
195
$22.9M 0.13%
288,464
-3,765
196
$22.8M 0.12%
297,384
+2,350
197
$22.8M 0.12%
590,234
+401,654
198
$22.7M 0.12%
432,167
+54,762
199
$22.7M 0.12%
746,640
+142,050
200
$21.9M 0.12%
279,065
+3,491
6 7
8
9 10