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
326
$13M 0.07%
286,199
+181,425
327
$13M 0.07%
253,848
+12,918
328
$12.9M 0.07%
409,120
-657,061
329
$12.9M 0.07%
96,540
+18,328
330
$12.9M 0.07%
286,131
+5,190
331
$12.9M 0.07%
533,146
+131,084
332
$12.8M 0.07%
+183,828
333
$12.8M 0.07%
164,295
-26,224
334
$12.8M 0.07%
299,815
+47,779
335
$12.8M 0.07%
266,640
+255,940
336
$12.7M 0.07%
203,418
-14,570
337
$12.7M 0.07%
+151,536
338
$12.6M 0.07%
193,627
-24,034
339
$12.6M 0.07%
192,274
+39,787
340
$12.6M 0.07%
331,507
+16,415
341
$12.6M 0.07%
331,262
342
$12.5M 0.07%
136,224
+61,053
343
$12.5M 0.07%
121,100
+5,767
344
$12.5M 0.07%
164,136
+1,461
345
$12.4M 0.07%
499,410
-115,956
346
$12.4M 0.07%
242,710
+167,195
347
$12.4M 0.07%
108,402
+92,839
348
$12.4M 0.07%
229,376
+31,338
349
$12.3M 0.07%
145,811
+43,029
350
$12.3M 0.07%
1,698,138
-590,598
12 13
14
15 16