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
801
$2.57M 0.01%
131,107
+35,600
802
$2.56M 0.01%
229,540
-2,539
803
$2.56M 0.01%
126,899
-54,896
804
$2.56M 0.01%
58,498
+34,718
805
$2.55M 0.01%
23,162
+16,976
806
$2.54M 0.01%
+170,775
807
$2.54M 0.01%
470,307
+392,251
808
$2.54M 0.01%
+60,000
809
$2.54M 0.01%
44,045
+16,614
810
$2.53M 0.01%
15,890
+10,974
811
$2.5M 0.01%
55,700
+4,400
812
$2.5M 0.01%
2,144
+1,080
813
$2.49M 0.01%
59,170
+5,846
814
$2.49M 0.01%
25,352
+4,531
815
$2.48M 0.01%
+112,950
816
$2.48M 0.01%
50,337
+6,729
817
$2.47M 0.01%
114,188
+102,483
818
$2.47M 0.01%
45,226
-9,889
819
$2.46M 0.01%
97,573
-49,389
820
$2.44M 0.01%
+185,900
821
$2.44M 0.01%
52,187
+15,477
822
$2.44M 0.01%
63,866
+3,077
823
$2.43M 0.01%
131,355
-17,328
824
$2.43M 0.01%
45,847
+908
825
$2.43M 0.01%
183,714
+18,256
31 32
33
34 35