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
876
$2.15M 0.01%
151,495
+140,950
877
$2.15M 0.01%
173,633
-83,955
878
$2.14M 0.01%
69,993
+9,828
879
$2.14M 0.01%
156,100
+117,350
880
$2.13M 0.01%
107,496
+16,384
881
$2.13M 0.01%
42,200
+13,985
882
$2.13M 0.01%
29,228
+4,122
883
$2.12M 0.01%
120,709
+103,986
884
$2.11M 0.01%
31,512
+18,251
885
$2.11M 0.01%
42,125
+14,298
886
$2.11M 0.01%
45,732
+4,106
887
$2.11M 0.01%
150,998
+115,372
888
$2.1M 0.01%
51,952
+44,832
889
$2.1M 0.01%
147,058
-22,820
890
$2.1M 0.01%
250,100
+225,419
891
$2.1M 0.01%
138,073
+112,643
892
$2.09M 0.01%
75,715
+65,438
893
$2.09M 0.01%
43,020
-92
894
$2.08M 0.01%
47,464
+4,259
895
$2.08M 0.01%
246,626
-182,541
896
$2.08M 0.01%
75,754
+20,656
897
$2.07M 0.01%
38,170
+596
898
$2.07M 0.01%
51,108
+14,029
899
$2.07M 0.01%
45,967
+18,194
900
$2.06M 0.01%
12,404
-7,319
34 35
36
37 38