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
576
$5.37M 0.03%
326,234
+212,844
577
$5.35M 0.03%
113,674
+6,046
578
$5.34M 0.03%
+24,237
579
$5.34M 0.03%
83,149
+70,170
580
$5.33M 0.03%
358,408
+7,790
581
$5.28M 0.03%
85,839
+57,462
582
$5.22M 0.03%
114,320
+9,813
583
$5.2M 0.03%
71,498
+16,055
584
$5.2M 0.03%
358,594
-1,767
585
$5.18M 0.03%
59,176
+4,096
586
$5.16M 0.03%
101,723
+52,220
587
$5.16M 0.03%
49,398
+4,657
588
$5.16M 0.03%
104,458
+7,860
589
$5.15M 0.03%
377,874
+29,732
590
$5.11M 0.03%
50,587
+21,180
591
$5.06M 0.03%
+43,785
592
$5.04M 0.03%
104,242
+22,626
593
$5M 0.03%
79,822
+21,562
594
$4.95M 0.03%
47,512
+20,997
595
$4.95M 0.03%
191,242
+169,855
596
$4.93M 0.03%
517,129
-27,728
597
$4.91M 0.03%
48,837
+22,755
598
$4.9M 0.03%
35,854
+9,871
599
$4.9M 0.03%
175,590
+11,490
600
$4.85M 0.03%
90,417
+43,651
22 23
24
25 26