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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$45.3M
2
+$44.3M
3
+$44.2M
4
IRM icon
Iron Mountain
IRM
+$33.3M
5
CTSH icon
Cognizant
CTSH
+$30M

Top Sells

1
+$59.3M
2
+$34.1M
3
+$33.8M
4
DUK icon
Duke Energy
DUK
+$29.9M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$29.2M

Sector Composition

1 Healthcare 13.98%
2 Technology 11.93%
3 Industrials 10.33%
4 Financials 9.56%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
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2277
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-4,085
2278
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-11,656
2279
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-69,021
2280
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2281
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-25,000
2282
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-50,317
2283
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-8,307
2284
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-68,032
2285
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-712,556
2286
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-44,605
2287
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-282,107
2288
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-3,132
2289
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-9,540
2290
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-703,620
2291
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-174,859
2292
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-285,668
2293
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-10,200
2294
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2295
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-30,153
2296
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-11,259
2297
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2298
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-14,104
2300
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-12,813
90 91
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93 94