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
1976
$261K ﹤0.01%
7,851
-217
1977
$261K ﹤0.01%
11,639
+1,583
1978
$260K ﹤0.01%
3,539
+187
1979
$260K ﹤0.01%
421
+219
1980
$260K ﹤0.01%
+9,176
1981
$260K ﹤0.01%
10,236
1982
$258K ﹤0.01%
5,105
+347
1983
$257K ﹤0.01%
+13,603
1984
$257K ﹤0.01%
16,891
+3,665
1985
$256K ﹤0.01%
8,226
-1,199
1986
$255K ﹤0.01%
+2,704
1987
$255K ﹤0.01%
9,190
-7,118
1988
$254K ﹤0.01%
2,337
-85
1989
$253K ﹤0.01%
13,074
-4,285
1990
$252K ﹤0.01%
+6,661
1991
$252K ﹤0.01%
15,290
-1,856
1992
$251K ﹤0.01%
+11,255
1993
$251K ﹤0.01%
1,989
-81
1994
$251K ﹤0.01%
10,318
1995
$249K ﹤0.01%
4,086
-164
1996
$248K ﹤0.01%
+6,500
1997
$248K ﹤0.01%
52,900
-7,500
1998
$248K ﹤0.01%
5,669
+574
1999
$247K ﹤0.01%
+3,105
2000
$247K ﹤0.01%
5,204
+560
78 79
80
81 82