Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
51
$64.6M 0.36%
987,590
+230,821
52
$63.7M 0.35%
607,674
+491,147
53
$63.3M 0.35%
504,843
+362,542
54
$62.7M 0.35%
482,733
+82,714
55
$61M 0.34%
1,356,996
+423,658
56
$60.5M 0.34%
864,888
-197,548
57
$59.3M 0.33%
278,924
+271,765
58
$59.2M 0.33%
2,505,069
+969,006
59
$59M 0.33%
900,214
+523,065
60
$58.5M 0.33%
534,986
+22,939
61
$58.1M 0.32%
1,290,690
+332,007
62
$57.7M 0.32%
880,476
+741,495
63
$56.5M 0.31%
657,975
+598,151
64
$56.4M 0.31%
739,707
+720,486
65
$55.6M 0.31%
1,539,957
+916,253
66
$54.5M 0.3%
883,624
+480,993
67
$54.5M 0.3%
362,668
+127,846
68
$54.3M 0.3%
1,124,232
+1,091,232
69
$54.1M 0.3%
588,183
+144,992
70
$54M 0.3%
685,367
+682,078
71
$53.8M 0.3%
624,472
+60,382
72
$53.6M 0.3%
438,180
-102,711
73
$53.3M 0.3%
1,332,252
+68,468
74
$52.9M 0.29%
1,253,429
+415,803
75
$52.4M 0.29%
392,631
+332,714
1 2
3
4 5