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
601
$4.84M 0.03%
9,660,560
-548,680
602
$4.84M 0.03%
120,508
+86,176
603
$4.83M 0.03%
60,986
+15,276
604
$4.81M 0.03%
70,323
-35,991
605
$4.8M 0.03%
64,484
-8,671
606
$4.78M 0.03%
8,901
-13,775
607
$4.72M 0.03%
60,122
+7,643
608
$4.72M 0.03%
139,911
+73,405
609
$4.68M 0.03%
+127,661
610
$4.64M 0.03%
4,068
-1,865
611
$4.61M 0.03%
108,867
+6,810
612
$4.61M 0.03%
+136,544
613
$4.53M 0.03%
105,275
+93,025
614
$4.5M 0.03%
98,695
+3,198
615
$4.5M 0.03%
53,002
+17,027
616
$4.49M 0.02%
90,118
+67,980
617
$4.48M 0.02%
72,090
+8,084
618
$4.47M 0.02%
88,330
-3,744
619
$4.43M 0.02%
92,103
-49,077
620
$4.42M 0.02%
63,995
+2,373
621
$4.4M 0.02%
75,877
-12,771
622
$4.39M 0.02%
83,080
+3,515
623
$4.37M 0.02%
41,262
+2,920
624
$4.37M 0.02%
153,619
+13,775
625
$4.37M 0.02%
83,333
-11,477
23 24
25
26 27