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
451
$8.17M 0.05%
88,375
+126
452
$8.16M 0.05%
94,393
+58,710
453
$8.13M 0.05%
208,072
+158,839
454
$8.13M 0.05%
+90,591
455
$8.1M 0.05%
59,456
-30,237
456
$8.09M 0.05%
265,817
+20,013
457
$8.09M 0.04%
38,953
+21,990
458
$8.08M 0.04%
168,687
+163,581
459
$8.07M 0.04%
176,842
+47,033
460
$8.04M 0.04%
533,707
+103,094
461
$7.98M 0.04%
55,380
+12,681
462
$7.96M 0.04%
+33,881
463
$7.96M 0.04%
+76,621
464
$7.95M 0.04%
191,558
+6,805
465
$7.93M 0.04%
157,032
-16,905
466
$7.92M 0.04%
173,473
-70,109
467
$7.92M 0.04%
246,444
-3,268
468
$7.74M 0.04%
317,513
+25,704
469
$7.71M 0.04%
183,741
+43,771
470
$7.66M 0.04%
147,286
+13,032
471
$7.66M 0.04%
337,381
+10,693
472
$7.63M 0.04%
219,415
+14,568
473
$7.61M 0.04%
1,010,997
+1,175
474
$7.6M 0.04%
84,347
+3,354
475
$7.55M 0.04%
62,851
+53,502
17 18
19
20 21