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
551
$5.75M 0.03%
483,848
-503,840
552
$5.72M 0.03%
+100,261
553
$5.69M 0.03%
531,561
+520,541
554
$5.69M 0.03%
117,163
+26,475
555
$5.68M 0.03%
51,122
+35,769
556
$5.68M 0.03%
+46,559
557
$5.66M 0.03%
+67,154
558
$5.65M 0.03%
81,903
+71,209
559
$5.62M 0.03%
84,695
+5,258
560
$5.6M 0.03%
208,503
+185,982
561
$5.58M 0.03%
100,368
+74,874
562
$5.57M 0.03%
118,771
+19,675
563
$5.56M 0.03%
570,717
+42,039
564
$5.55M 0.03%
88,224
+2,432
565
$5.55M 0.03%
196,275
+96,630
566
$5.51M 0.03%
212,915
+13,364
567
$5.46M 0.03%
43,537
+23,289
568
$5.45M 0.03%
89,813
-3,350
569
$5.45M 0.03%
+103,958
570
$5.45M 0.03%
+174,859
571
$5.44M 0.03%
204,911
+33,853
572
$5.44M 0.03%
13,480
-730
573
$5.44M 0.03%
266,754
-226,227
574
$5.39M 0.03%
46,408
-63,302
575
$5.38M 0.03%
23,564
+2,955
21 22
23
24 25