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
276
$16.5M 0.09%
321,503
+231,518
277
$16.4M 0.09%
263,750
+76,892
278
$16.3M 0.09%
613,414
+591,988
279
$16.2M 0.09%
164,431
+118,732
280
$16.2M 0.09%
83,717
-13,639
281
$16.2M 0.09%
3,458,045
+391,979
282
$15.8M 0.09%
138,696
-12,843
283
$15.7M 0.09%
372,069
+338,992
284
$15.7M 0.09%
983,197
-6,954
285
$15.6M 0.09%
178,341
+171,198
286
$15.6M 0.09%
278,216
+51,433
287
$15.6M 0.09%
286,957
-85,207
288
$15.5M 0.09%
399,368
-354,764
289
$15.5M 0.09%
263,106
+12,402
290
$15.4M 0.09%
68,082
+3,966
291
$15.4M 0.09%
261,804
+17,868
292
$15.3M 0.09%
134,440
+47,207
293
$15.3M 0.09%
449,679
-2,530,883
294
$15.3M 0.08%
384,081
+172,630
295
$15.1M 0.08%
314,694
+44,922
296
$15.1M 0.08%
283,840
-10,991
297
$15M 0.08%
198,400
-47,192
298
$15M 0.08%
358,844
+55,602
299
$15M 0.08%
+198,967
300
$14.9M 0.08%
372,156
+206,981
10 11
12
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