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
2101
$205K ﹤0.01%
6,378
-82
2102
$204K ﹤0.01%
+6,557
2103
$204K ﹤0.01%
+10,349
2104
$204K ﹤0.01%
+2,756
2105
$203K ﹤0.01%
38
+4
2106
$203K ﹤0.01%
+5,209
2107
$203K ﹤0.01%
4,336
-839
2108
$203K ﹤0.01%
4,085
-972
2109
$202K ﹤0.01%
14,075
-37,401
2110
$201K ﹤0.01%
7,691
-4,844
2111
$201K ﹤0.01%
+7,455
2112
$201K ﹤0.01%
15,475
-58,250
2113
$201K ﹤0.01%
6,702
-239
2114
$201K ﹤0.01%
+5,203
2115
$200K ﹤0.01%
12,821
-2,259
2116
$200K ﹤0.01%
32,133
-4,997
2117
$200K ﹤0.01%
+3,386
2118
$200K ﹤0.01%
18,855
2119
$199K ﹤0.01%
15,481
+985
2120
$199K ﹤0.01%
+21,071
2121
$198K ﹤0.01%
24,480
+108
2122
$197K ﹤0.01%
+12,125
2123
$194K ﹤0.01%
1,180
2124
$194K ﹤0.01%
14,598
-350
2125
$193K ﹤0.01%
34,720
-500
83 84
85
86 87