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
426
$8.91M 0.05%
95,724
+20,332
427
$8.88M 0.05%
168,388
+1,638
428
$8.87M 0.05%
+776,859
429
$8.87M 0.05%
659,808
-246,296
430
$8.87M 0.05%
121,961
+22,842
431
$8.87M 0.05%
70,607
+1,932
432
$8.86M 0.05%
317,704
+250,036
433
$8.85M 0.05%
+12,310
434
$8.83M 0.05%
232,618
+31,351
435
$8.82M 0.05%
105,774
+6,139
436
$8.72M 0.05%
373,590
-275,375
437
$8.69M 0.05%
244,876
+183,512
438
$8.48M 0.05%
205,688
+25,282
439
$8.46M 0.05%
377,447
+239,658
440
$8.45M 0.05%
152,227
+6,650
441
$8.45M 0.05%
300,485
-59,181
442
$8.45M 0.05%
244,709
+82,768
443
$8.44M 0.05%
79,642
+17,067
444
$8.39M 0.05%
82,295
+2,882
445
$8.39M 0.05%
160,020
-17,801
446
$8.39M 0.05%
238,448
+4,908
447
$8.36M 0.05%
140,215
+117,136
448
$8.34M 0.05%
80,173
+63,689
449
$8.32M 0.05%
232,309
-85,501
450
$8.29M 0.05%
173,898
+10,595
16 17
18
19 20