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
626
$4.36M 0.02%
81,517
+54,377
627
$4.36M 0.02%
+143,734
628
$4.35M 0.02%
81,437
+16,779
629
$4.34M 0.02%
99,317
+6,995
630
$4.33M 0.02%
107,258
+68,086
631
$4.3M 0.02%
90,802
+4,378
632
$4.29M 0.02%
34,091
+22,100
633
$4.27M 0.02%
+100,749
634
$4.24M 0.02%
46,880
+10,400
635
$4.23M 0.02%
365,008
-97,344
636
$4.22M 0.02%
60,047
+2,027
637
$4.21M 0.02%
44,595
-3,150
638
$4.16M 0.02%
103,971
+87,840
639
$4.15M 0.02%
77,775
+70,645
640
$4.14M 0.02%
29,448
-1,651
641
$4.13M 0.02%
257,978
-60,784
642
$4.12M 0.02%
89,166
+1,447
643
$4.09M 0.02%
+94,641
644
$4.09M 0.02%
66,949
-4,116
645
$4.08M 0.02%
1,151,387
-118,454
646
$4.07M 0.02%
30,736
+20,936
647
$4.05M 0.02%
81,022
-35,271
648
$4.05M 0.02%
65,633
+7,187
649
$4.02M 0.02%
382,087
+123,460
650
$4.01M 0.02%
151,663
+11,558
24 25
26
27 28