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
2126
$191K ﹤0.01%
16,276
-1,997
2127
$190K ﹤0.01%
+13,615
2128
$187K ﹤0.01%
2,884
+344
2129
$185K ﹤0.01%
12,172
+836
2130
$185K ﹤0.01%
18,527
-6,537
2131
$182K ﹤0.01%
24,892
+6,492
2132
$182K ﹤0.01%
44,524
-10,931
2133
$180K ﹤0.01%
16,910
-1,650
2134
$178K ﹤0.01%
+47,100
2135
$174K ﹤0.01%
11,725
-900
2136
$172K ﹤0.01%
61,922
-4,193
2137
– –
0
2138
$170K ﹤0.01%
4,059
+565
2139
$169K ﹤0.01%
11,000
2140
$169K ﹤0.01%
+12,300
2141
$169K ﹤0.01%
15,099
-704
2142
$168K ﹤0.01%
2,462
+40
2143
$166K ﹤0.01%
+10,150
2144
$165K ﹤0.01%
+12,321
2145
$160K ﹤0.01%
+10,500
2146
$159K ﹤0.01%
33,839
+19,175
2147
$157K ﹤0.01%
11,031
-1,612
2148
$157K ﹤0.01%
14,113
-2,500
2149
$156K ﹤0.01%
28,327
+10,062
2150
$156K ﹤0.01%
+6,373
84 85
86
87 88