Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
26
$98.4M 0.55%
2,869,818
+1,996,888
27
$98M 0.54%
2,181,750
+1,681,180
28
$97.6M 0.54%
3,847,188
+630,850
29
$96.9M 0.54%
1,144,970
+503,509
30
$96.6M 0.54%
1,272,957
+388,099
31
$95.4M 0.53%
1,117,134
+629,106
32
$93.9M 0.52%
1,008,636
+760,341
33
$93.3M 0.52%
1,287,640
+1,064,358
34
$85M 0.47%
712,010
+29,193
35
$84.7M 0.47%
710,852
+574,791
36
$84.6M 0.47%
1,586,608
+1,225,963
37
$83.6M 0.46%
892,395
+310,444
38
$82.3M 0.46%
1,673,392
+1,165,786
39
$80.6M 0.45%
1,247,196
+1,017,087
40
$80.3M 0.45%
1,142,961
+731,024
41
$80.2M 0.45%
1,504,981
+1,307,503
42
$79.5M 0.44%
1,379,256
+1,342,646
43
$75.4M 0.42%
2,703,260
+124,340
44
$71M 0.39%
550,972
+407,085
45
$69.6M 0.39%
602,152
+68,589
46
$69.3M 0.38%
850,493
+124,035
47
$68.9M 0.38%
1,100,185
+94,534
48
$68.2M 0.38%
1,303,158
+1,023,093
49
$68.1M 0.38%
985,196
+304,381
50
$65.2M 0.36%
815,466
+741,965
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