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
751
$2.99M 0.02%
23,140
+15,530
752
$2.98M 0.02%
147,418
+26,257
753
$2.98M 0.02%
61,032
+3,390
754
$2.97M 0.02%
35,983
+3,750
755
$2.96M 0.02%
28,800
+12,970
756
$2.96M 0.02%
81,437
+18,584
757
$2.94M 0.02%
38,381
+1,733
758
$2.93M 0.02%
+173,853
759
$2.93M 0.02%
79,535
+53,865
760
$2.92M 0.02%
27,200
+14,126
761
$2.9M 0.02%
293
+180
762
$2.89M 0.02%
172,691
+4,425
763
$2.88M 0.02%
405,778
+17,870
764
$2.88M 0.02%
77,862
-1,196
765
$2.88M 0.02%
44,602
+1,972
766
$2.87M 0.02%
48,001
-1,625
767
$2.87M 0.02%
54,200
+1,882
768
$2.86M 0.02%
43,023
-3,248
769
$2.86M 0.02%
156,049
-134,283
770
$2.86M 0.02%
11,218
+1,029
771
$2.85M 0.02%
143,407
-40,769
772
$2.85M 0.02%
92,105
+35,066
773
$2.84M 0.02%
+104,523
774
$2.81M 0.02%
79,800
+1,859
775
$2.78M 0.02%
305,095
-78,745
29 30
31
32 33