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
376
$10.6M 0.06%
262,223
+234,509
377
$10.6M 0.06%
190,230
+105,060
378
$10.6M 0.06%
+356,683
379
$10.6M 0.06%
147,370
+99,398
380
$10.5M 0.06%
866,415
+50,682
381
$10.4M 0.06%
176,120
+111,659
382
$10.4M 0.06%
298,487
-135,499
383
$10.4M 0.06%
72,386
-29,135
384
$10.3M 0.06%
170,327
+59,723
385
$10.3M 0.06%
89,063
+5,243
386
$10.3M 0.06%
178,701
+103,589
387
$10.3M 0.06%
176,967
+141,594
388
$10.3M 0.06%
365,007
+34,998
389
$10.2M 0.06%
224,992
+212,147
390
$10.2M 0.06%
481,417
+426,387
391
$10.2M 0.06%
246,182
+34,514
392
$10.1M 0.06%
95,682
+7,828
393
$10M 0.06%
145,303
+103,397
394
$9.96M 0.06%
388,480
-151,137
395
$9.93M 0.06%
700,880
+13,470
396
$9.9M 0.06%
98,463
+46,884
397
$9.87M 0.05%
142,813
+78,011
398
$9.69M 0.05%
207,822
+138,589
399
$9.68M 0.05%
174,934
+137,987
400
$9.59M 0.05%
92,723
-77,607
14 15
16
17 18