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
201
$21.7M 0.12%
355,801
-41,389
202
$21.6M 0.12%
294,208
+7,063
203
$21.4M 0.12%
1,209,065
+71,973
204
$21.3M 0.12%
511,216
+77,305
205
$21.3M 0.12%
151,523
-15,709
206
$21.3M 0.12%
242,210
-11,644
207
$21.2M 0.12%
493,956
-279,368
208
$21.1M 0.12%
548,440
+12,371
209
$21.1M 0.12%
440,456
+36,882
210
$20.9M 0.11%
292,432
+11,704
211
$20.8M 0.11%
349,631
+2,921
212
$20.8M 0.11%
319,822
+49,102
213
$20.8M 0.11%
310,229
-27,408
214
$20.6M 0.11%
615,013
-12,858
215
$20.5M 0.11%
612,064
-56,726
216
$20.4M 0.11%
258,573
+57,583
217
$20.3M 0.11%
215,949
-1,983
218
$20.3M 0.11%
213,717
+35,376
219
$20.2M 0.11%
544,391
+94,712
220
$20.2M 0.11%
189,912
-3,402
221
$20.2M 0.11%
1,312,410
-388,790
222
$20.1M 0.11%
342,396
+12,510
223
$20M 0.11%
1,032,770
-297,244
224
$19.9M 0.11%
552,665
+117,613
225
$19.9M 0.11%
621,150
+45,846
7 8
9
10 11