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
851
$2.31M 0.01%
138,828
+98,533
852
$2.31M 0.01%
59,960
-15,515
853
$2.31M 0.01%
22,777
+18,488
854
$2.31M 0.01%
31,421
+24,834
855
$2.3M 0.01%
43,281
+6,322
856
$2.3M 0.01%
42,569
+27,891
857
$2.29M 0.01%
75,712
+15,837
858
$2.28M 0.01%
33,873
+19,099
859
$2.28M 0.01%
12,325
+9,291
860
$2.27M 0.01%
39,716
+21,329
861
$2.27M 0.01%
95,272
+5,121
862
$2.27M 0.01%
125,473
+71,922
863
$2.26M 0.01%
+94,337
864
$2.25M 0.01%
42,328
+30,712
865
$2.25M 0.01%
93,902
-10,779
866
$2.25M 0.01%
57,540
+30,879
867
$2.25M 0.01%
18,744
-168,907
868
$2.23M 0.01%
+61,999
869
$2.22M 0.01%
+50,807
870
$2.22M 0.01%
270,938
-103,438
871
$2.21M 0.01%
43,929
+24,360
872
$2.21M 0.01%
30,206
+11,700
873
$2.21M 0.01%
145,726
+125,749
874
$2.18M 0.01%
134,908
-617
875
$2.17M 0.01%
43,644
+5,754
33 34
35
36 37