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
526
$6.29M 0.04%
178,296
+67,950
527
$6.22M 0.03%
131,177
+127,515
528
$6.21M 0.03%
+53,247
529
$6.21M 0.03%
78,207
+18,928
530
$6.16M 0.03%
110,005
+95,519
531
$6.15M 0.03%
55,722
+4,298
532
$6.14M 0.03%
184,835
+5,610
533
$6.13M 0.03%
148,126
+45,422
534
$6.12M 0.03%
196,300
-9,335
535
$6.07M 0.03%
79,299
+68,546
536
$6.07M 0.03%
+334,159
537
$6.06M 0.03%
763,270
+54,870
538
$6.05M 0.03%
601,750
+69,770
539
$6.05M 0.03%
199,480
-6,553
540
$6.04M 0.03%
159,264
+23,147
541
$6.03M 0.03%
63,284
+58,899
542
$6.03M 0.03%
189,793
+24,806
543
$6.03M 0.03%
94,082
+42,281
544
$6.01M 0.03%
332,586
-70,962
545
$5.96M 0.03%
78,552
+12,963
546
$5.9M 0.03%
104,695
+8,319
547
$5.85M 0.03%
225,513
+19,117
548
$5.83M 0.03%
95,212
+28,120
549
$5.8M 0.03%
203,573
+18,503
550
$5.76M 0.03%
118,761
+5,000
20 21
22
23 24