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
401
$9.51M 0.05%
185,811
+25,493
402
$9.5M 0.05%
68,994
+46,295
403
$9.49M 0.05%
93,006
+22,839
404
$9.46M 0.05%
205,837
+74,991
405
$9.46M 0.05%
154,540
+65,647
406
$9.45M 0.05%
442,487
+401,974
407
$9.43M 0.05%
+189,497
408
$9.41M 0.05%
334,728
+161,094
409
$9.41M 0.05%
150,513
-13,848
410
$9.4M 0.05%
404,341
+11,299
411
$9.39M 0.05%
113,808
+10,280
412
$9.38M 0.05%
108,205
+76,624
413
$9.31M 0.05%
216,344
+210,300
414
$9.26M 0.05%
25,908
-923
415
$9.26M 0.05%
253,641
+54,643
416
$9.25M 0.05%
364,908
+22,685
417
$9.17M 0.05%
122,978
+4,560
418
$9.13M 0.05%
1,006,100
+838,190
419
$9.12M 0.05%
89,647
+30,735
420
$9.07M 0.05%
112,679
+37,088
421
$9.06M 0.05%
158,946
+15,318
422
$9.05M 0.05%
103,335
-41,551
423
$9.05M 0.05%
211,276
-14,639
424
$9.01M 0.05%
337,435
+207,653
425
$8.98M 0.05%
177,317
+24,055
15 16
17
18 19