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
251
$18.6M 0.1%
217,932
+6,131
252
$18.5M 0.1%
547,789
+394,280
253
$18.4M 0.1%
460,575
+348,650
254
$18.3M 0.1%
403,574
+271,533
255
$18.3M 0.1%
302,897
-187,988
256
$18.1M 0.1%
261,876
+56,415
257
$18.1M 0.1%
239,190
+206,004
258
$17.9M 0.1%
346,710
+14,498
259
$17.9M 0.1%
+623,266
260
$17.8M 0.1%
77,538
+73,417
261
$17.8M 0.1%
280,728
+150,843
262
$17.7M 0.1%
459,503
-28,834
263
$17.6M 0.1%
575,304
+199,700
264
$17.6M 0.1%
433,911
-38,374
265
$17.5M 0.1%
604,590
+24,140
266
$17.5M 0.1%
250,889
+188,805
267
$17.3M 0.1%
121,637
-33,081
268
$17.2M 0.1%
290,234
+12,280
269
$17.2M 0.1%
193,314
-15,506
270
$17.2M 0.1%
759,068
+453,084
271
$17.1M 0.1%
135,940
+121
272
$17.1M 0.09%
394,462
+55,498
273
$16.9M 0.09%
703,620
-46,716
274
$16.8M 0.09%
171,820
+5,814
275
$16.6M 0.09%
270,720
+4,686
9 10
11
12 13