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
901
$2.06M 0.01%
40,864
+5,676
902
$2.06M 0.01%
94,859
-10,945
903
$2.06M 0.01%
50,490
+7,255
904
$2.05M 0.01%
56,032
+3,182
905
$2.05M 0.01%
21,522
-1,720
906
$2.05M 0.01%
25,833
+9,630
907
$2.05M 0.01%
+62,905
908
$2.04M 0.01%
29,552
+5,632
909
$2.04M 0.01%
107,776
-15,902
910
$2.03M 0.01%
46,431
+171
911
$2.03M 0.01%
104,470
+3,474
912
$2.03M 0.01%
58,724
+6,656
913
$2.02M 0.01%
135,395
-59,696
914
$2.02M 0.01%
24,628
+5,716
915
$2.01M 0.01%
21,062
+18,166
916
$2M 0.01%
+80,530
917
$2M 0.01%
+29,260
918
$2M 0.01%
30,785
+4,041
919
$1.99M 0.01%
570,730
+90,220
920
$1.98M 0.01%
59,596
-624
921
$1.98M 0.01%
432,824
+17,640
922
$1.97M 0.01%
18,662
+8,932
923
$1.97M 0.01%
34,999
+4,329
924
$1.96M 0.01%
89,887
+2,669
925
$1.96M 0.01%
58,051
+32,370
35 36
37
38 39