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
676
$3.65M 0.02%
22,305
+3,337
677
$3.64M 0.02%
25,342
-1,036
678
$3.64M 0.02%
73,033
-15,061
679
$3.63M 0.02%
68,745
+8,606
680
$3.62M 0.02%
151,036
+1,664
681
$3.6M 0.02%
57,145
+2,844
682
$3.6M 0.02%
215,918
-120,574
683
$3.59M 0.02%
163,853
+6,242
684
$3.59M 0.02%
51,584
+3,016
685
$3.59M 0.02%
44,186
+2,150
686
$3.58M 0.02%
80,983
+10,453
687
$3.56M 0.02%
167,170
+15,295
688
$3.54M 0.02%
386,297
-1,227,690
689
$3.54M 0.02%
+59,979
690
$3.53M 0.02%
97,322
+22,489
691
$3.52M 0.02%
190,060
+43,632
692
$3.52M 0.02%
62,773
-28,241
693
$3.5M 0.02%
27,889
+8,958
694
$3.5M 0.02%
175,300
+130,000
695
$3.49M 0.02%
81,992
+68,631
696
$3.49M 0.02%
62,500
-27,588
697
$3.47M 0.02%
163,662
-64,338
698
$3.47M 0.02%
125,384
-46,373
699
$3.46M 0.02%
65,661
+10,529
700
$3.45M 0.02%
85,358
26 27
28
29 30