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
701
$3.39M 0.02%
16,408
-1,465
702
$3.39M 0.02%
89,320
+4,619
703
$3.38M 0.02%
246,492
-10,184
704
$3.37M 0.02%
62,596
+3,288
705
$3.37M 0.02%
278,449
+165,315
706
$3.36M 0.02%
+47,072
707
$3.35M 0.02%
13,916
+3,096
708
$3.35M 0.02%
72,716
+38,714
709
$3.34M 0.02%
36,663
-2,211
710
$3.33M 0.02%
55,522
+2,291
711
$3.31M 0.02%
58,122
+4,084
712
$3.31M 0.02%
118,421
+55,156
713
$3.3M 0.02%
45,738
+7,534
714
$3.29M 0.02%
179,098
-180,109
715
$3.29M 0.02%
32,502
+10,530
716
$3.28M 0.02%
80,656
+63,029
717
$3.26M 0.02%
25,914
-2,429
718
$3.26M 0.02%
75,245
+17,431
719
$3.25M 0.02%
70,390
+46,648
720
$3.25M 0.02%
52,203
+4,798
721
$3.21M 0.02%
+306,064
722
$3.21M 0.02%
109,670
+16,193
723
$3.21M 0.02%
5,101
-247
724
$3.17M 0.02%
30,439
+22,693
725
$3.17M 0.02%
108,722
+3,414
27 28
29
30 31