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
776
$2.75M 0.02%
+228,491
777
$2.74M 0.02%
+28,994
778
$2.73M 0.02%
+115,082
779
$2.71M 0.02%
131,880
-4,792
780
$2.7M 0.02%
+132,710
781
$2.7M 0.02%
55,565
+3,412
782
$2.68M 0.01%
70,377
+36,699
783
$2.67M 0.01%
+75,235
784
$2.66M 0.01%
44,238
-22,030
785
$2.63M 0.01%
77,884
+59,305
786
$2.62M 0.01%
119,523
+19,273
787
$2.62M 0.01%
50,162
+43,391
788
$2.62M 0.01%
47,263
+34,654
789
$2.61M 0.01%
172,088
-391
790
$2.61M 0.01%
50,347
-5,502
791
$2.61M 0.01%
60,059
+2,952
792
$2.61M 0.01%
133,146
+40,146
793
$2.59M 0.01%
61,298
+5,955
794
$2.59M 0.01%
12,571
+8,172
795
$2.58M 0.01%
23,448
+6,301
796
$2.58M 0.01%
71,112
-6,827
797
$2.58M 0.01%
16,918
+13,861
798
$2.58M 0.01%
27,822
+8,139
799
$2.57M 0.01%
9,753
+6,309
800
$2.57M 0.01%
524
+58
30 31
32
33 34