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
501
$6.9M 0.04%
55,873
+53,421
502
$6.85M 0.04%
125,062
+55,811
503
$6.84M 0.04%
216,954
+6,378
504
$6.82M 0.04%
268,357
-107,893
505
$6.79M 0.04%
303,293
+77,322
506
$6.76M 0.04%
305,709
+179,613
507
$6.74M 0.04%
162,867
+52,863
508
$6.71M 0.04%
506,626
-234,883
509
$6.71M 0.04%
279,292
-99,550
510
$6.7M 0.04%
83,605
+16,616
511
$6.69M 0.04%
441,150
+66,540
512
$6.62M 0.04%
63,664
+44,824
513
$6.57M 0.04%
131,991
-17,496
514
$6.56M 0.04%
302,242
+29,462
515
$6.55M 0.04%
157,078
+108,101
516
$6.55M 0.04%
82,216
+648
517
$6.47M 0.04%
78,971
+51,465
518
$6.47M 0.04%
21,376
+18,466
519
$6.45M 0.04%
126,892
+8,318
520
$6.42M 0.04%
84,991
+698
521
$6.4M 0.04%
182,927
+44,350
522
$6.4M 0.04%
240,402
+180,597
523
$6.37M 0.04%
131,074
+6,332
524
$6.35M 0.04%
264,689
+248,876
525
$6.34M 0.04%
103,341
+14,187
19 20
21
22 23