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
351
$12.2M 0.07%
114,565
-2,771
352
$12.2M 0.07%
47,414
+14,559
353
$12.2M 0.07%
116,290
+6,559
354
$12.1M 0.07%
77,357
+69,303
355
$12.1M 0.07%
123,487
-19,225
356
$12M 0.07%
94,737
+35,595
357
$11.9M 0.07%
176,661
+151,991
358
$11.8M 0.07%
90,354
+19,675
359
$11.7M 0.07%
69,968
+29,734
360
$11.6M 0.06%
444,804
-100
361
$11.6M 0.06%
150,974
+19,231
362
$11.5M 0.06%
292,020
-84,445
363
$11.5M 0.06%
257,076
+164,423
364
$11.4M 0.06%
565,157
+182,882
365
$11.4M 0.06%
103,377
+4,844
366
$11.3M 0.06%
391,012
+43,404
367
$11.2M 0.06%
129,165
+78,988
368
$11.2M 0.06%
232,525
+193,667
369
$11.2M 0.06%
281,468
+219,718
370
$11.1M 0.06%
122,268
+11,246
371
$11M 0.06%
262,366
+10,473
372
$10.9M 0.06%
105,851
+24,292
373
$10.9M 0.06%
275,161
+136,980
374
$10.8M 0.06%
205,103
+57,333
375
$10.7M 0.06%
309,461
+34,620
13 14
15
16 17