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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
2301
– –
-5,495
2302
– –
-5,476
2303
– –
-11,176
2304
– –
-11,965
2305
– –
-7,160
2306
– –
-20,656
2307
– –
-8,835
2308
– –
-3,223
2309
– –
-48,001
2310
– –
-6,954
2311
– –
-22,098
2312
– –
-15,000
2313
– –
-20,321
2314
– –
-10,908
2315
– –
-9,011
2316
– –
-20,826
2317
– –
-3,653
2318
– –
-10,290
2319
– –
-6,910
2320
– –
-2,924
2321
– –
-5,956
2322
– –
-8,809
2323
– –
-43,400
2324
– –
-7,386
2325
– –
-1,111
91 92
93
94 95