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
926
$1.94M 0.01%
205,466
+10,962
927
$1.94M 0.01%
99,635
+34,960
928
$1.94M 0.01%
165,601
+58,659
929
$1.94M 0.01%
11,132
+2,589
930
$1.94M 0.01%
22,177
+166
931
$1.93M 0.01%
148,298
+18,668
932
$1.93M 0.01%
32,759
+2,210
933
$1.92M 0.01%
19,451
+14,208
934
$1.91M 0.01%
178,238
+54,396
935
$1.91M 0.01%
137,340
-171,487
936
$1.91M 0.01%
54,267
+25,074
937
$1.91M 0.01%
+76,098
938
$1.89M 0.01%
84,823
+7,003
939
$1.89M 0.01%
147,117
+9,046
940
$1.88M 0.01%
85,042
+18,815
941
$1.88M 0.01%
34,976
+4,370
942
$1.87M 0.01%
130,458
+4,086
943
$1.87M 0.01%
58,068
+26,972
944
$1.86M 0.01%
2,725
+408
945
$1.86M 0.01%
105,915
+94,298
946
$1.85M 0.01%
18,481
-377
947
$1.85M 0.01%
217,621
-7,742
948
$1.84M 0.01%
90,779
+42,671
949
$1.84M 0.01%
83,420
+9,929
950
$1.84M 0.01%
50,961
+8,865
36 37
38
39 40