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
476
$7.54M 0.04%
99,487
+85,533
477
$7.52M 0.04%
194,143
+120,680
478
$7.5M 0.04%
612,167
-90,168
479
$7.48M 0.04%
40,405
+36,621
480
$7.46M 0.04%
268,054
-12,261
481
$7.45M 0.04%
195,811
+113,072
482
$7.42M 0.04%
195,980
+116,878
483
$7.4M 0.04%
1,363,069
+12,010
484
$7.4M 0.04%
66,516
+2,573
485
$7.35M 0.04%
392,923
+18,405
486
$7.32M 0.04%
314,467
+32,465
487
$7.19M 0.04%
243,072
-27,526
488
$7.13M 0.04%
77,293
+4,676
489
$7.12M 0.04%
66,846
+60,906
490
$7.11M 0.04%
68,627
-2,422
491
$7.08M 0.04%
63,945
+40,618
492
$7.08M 0.04%
67,736
+35,824
493
$7.07M 0.04%
92,595
+25,435
494
$7.06M 0.04%
171,846
+38,820
495
$7.02M 0.04%
282,107
-3,008
496
$7M 0.04%
188,580
+178,922
497
$6.97M 0.04%
446,940
-56,173
498
$6.96M 0.04%
539,913
+357,906
499
$6.95M 0.04%
268,665
-2,007
500
$6.93M 0.04%
302,955
-142,873
18 19
20
21 22