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
826
$2.42M 0.01%
68,030
+1,984
827
$2.41M 0.01%
18,483
+863
828
$2.41M 0.01%
58,931
-29,304
829
$2.41M 0.01%
21,966
+2,649
830
$2.4M 0.01%
96,950
-10,000
831
$2.4M 0.01%
+58,827
832
$2.4M 0.01%
24,469
+7,169
833
$2.38M 0.01%
31,317
+12,013
834
$2.38M 0.01%
23,426
+20,703
835
$2.37M 0.01%
72,100
+42,522
836
$2.37M 0.01%
56,696
+17,956
837
$2.36M 0.01%
+52,560
838
$2.36M 0.01%
27,936
+3,834
839
$2.36M 0.01%
+25,784
840
$2.36M 0.01%
58,260
+17,036
841
$2.35M 0.01%
82,823
+10,975
842
$2.34M 0.01%
41,369
+11,997
843
$2.34M 0.01%
53,470
+41,670
844
$2.34M 0.01%
38,047
-83,799
845
$2.33M 0.01%
159,029
+20,585
846
$2.33M 0.01%
286,281
-462,205
847
$2.33M 0.01%
+250,448
848
$2.33M 0.01%
192,047
+146,418
849
$2.33M 0.01%
49,329
+6,831
850
$2.32M 0.01%
47,822
+17,528
32 33
34
35 36