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
2076
$215K ﹤0.01%
120,897
-51,256
2077
$214K ﹤0.01%
+6,958
2078
$213K ﹤0.01%
16,486
+2,100
2079
$213K ﹤0.01%
1,665
2080
$212K ﹤0.01%
10,000
-40,000
2081
$212K ﹤0.01%
18,310
2082
$212K ﹤0.01%
4,952
-1,341
2083
$212K ﹤0.01%
17,091
-22,339
2084
$212K ﹤0.01%
5,430
-100
2085
$212K ﹤0.01%
6,510
+4
2086
$211K ﹤0.01%
7,200
+100
2087
$210K ﹤0.01%
16,934
-2,372
2088
$210K ﹤0.01%
+4,463
2089
$210K ﹤0.01%
+4,293
2090
$210K ﹤0.01%
8,464
+1,103
2091
$209K ﹤0.01%
+306
2092
$209K ﹤0.01%
4,728
-3,348
2093
$209K ﹤0.01%
+4,574
2094
$209K ﹤0.01%
+3,170
2095
$209K ﹤0.01%
4,028
-62
2096
$208K ﹤0.01%
+9,584
2097
$208K ﹤0.01%
4,228
-1,426
2098
$207K ﹤0.01%
+6,214
2099
$206K ﹤0.01%
13,070
2100
$206K ﹤0.01%
14,349
+662
82 83
84
85 86