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
$18B
AUM Growth
+$6.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,501
New
Increased
Reduced
Closed

Top Buys

1
+$200M
2
+$139M
3
+$121M
4
CVX icon
Chevron
CVX
+$97.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$91.6M

Top Sells

1
+$277M
2
+$86.1M
3
+$20.8M
4
ESV
Ensco Rowan plc
ESV
+$20.2M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$14.8M

Sector Composition

1 Healthcare 13.7%
2 Technology 12.61%
3 Industrials 10.56%
4 Financials 9.76%
5 Energy 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.4M 0.11%
337,637
+18,552
227
$20.2M 0.11%
195,711
+56,298
228
$20.2M 0.11%
253,854
-18,853
229
$20.1M 0.11%
306,261
+58,731
230
$20.1M 0.11%
239,732
+8,208
231
$20M 0.11%
909,504
+408,344
232
$20M 0.11%
772,210
+235,640
233
$20M 0.11%
248,862
+19,976
234
$20M 0.11%
167,435
-2,525
235
$20M 0.11%
246,872
+152,460
236
$19.9M 0.11%
267,372
-32,004
237
$19.9M 0.11%
225,800
-69,049
238
$19.8M 0.11%
275,574
+86,748
239
$19.7M 0.11%
+150,074
240
$19.6M 0.11%
192,976
+15,006
241
$19.5M 0.11%
493,562
+11,570
242
$19.5M 0.11%
435,052
+153,303
243
$19.5M 0.11%
173,603
+61,888
244
$19.4M 0.11%
722,660
+18,855
245
$19.1M 0.11%
377,405
+159,571
246
$19.1M 0.11%
+801,276
247
$19M 0.11%
637,752
-222,892
248
$19M 0.11%
138,217
+65,111
249
$18.9M 0.11%
4,836
-66
250
$18.8M 0.1%
474,237
+17,737
8 9
10
11 12