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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
2351
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-4,424
2352
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-7,362
2353
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-10,483
2354
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2355
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-7,618
2356
– –
-5,988
2357
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-34,448
2358
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-31,657
2359
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-4,338
2360
– –
0
2361
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2362
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-203,573
2363
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-58
2364
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-3,298
2365
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0
2366
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-5,140
2367
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2368
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-10,532
2369
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2370
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-4,132
2371
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-44,700
2372
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-20,864
2373
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-25,594
2374
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-9,725
2375
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-23,400
93 94
95
96 97