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
2051
$226K ﹤0.01%
16,243
-492
2052
$225K ﹤0.01%
9,010
-2,400
2053
$225K ﹤0.01%
13,371
-10
2054
$224K ﹤0.01%
+13,780
2055
$223K ﹤0.01%
10,617
+1,082
2056
$222K ﹤0.01%
18,119
-3,577
2057
$222K ﹤0.01%
40,431
-7,742
2058
$221K ﹤0.01%
+5,614
2059
$221K ﹤0.01%
24,608
+700
2060
$221K ﹤0.01%
3,510
+245
2061
$221K ﹤0.01%
+4,050
2062
$221K ﹤0.01%
1,937
-590
2063
$219K ﹤0.01%
+4,447
2064
$219K ﹤0.01%
+1,449
2065
$219K ﹤0.01%
+2,119
2066
$218K ﹤0.01%
+4,299
2067
$218K ﹤0.01%
+4,450
2068
$218K ﹤0.01%
8,441
-1,942
2069
$217K ﹤0.01%
786
2070
$217K ﹤0.01%
3,543
-4,899
2071
$217K ﹤0.01%
+4,339
2072
$217K ﹤0.01%
+3,132
2073
$216K ﹤0.01%
9,215
+308
2074
$215K ﹤0.01%
22,563
-49,000
2075
$215K ﹤0.01%
+6,075
81 82
83
84 85