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
951
$1.83M 0.01%
43,185
+33,902
952
$1.83M 0.01%
64,493
-7,568
953
$1.83M 0.01%
250,852
+233,029
954
$1.83M 0.01%
+171,419
955
$1.82M 0.01%
104,056
+505
956
$1.82M 0.01%
43,319
-44,579
957
$1.82M 0.01%
114,570
+66,745
958
$1.81M 0.01%
22,429
+4,248
959
$1.81M 0.01%
46,391
-24,584
960
$1.81M 0.01%
129,004
+36,587
961
$1.8M 0.01%
61,847
+1,826
962
$1.8M 0.01%
+99,507
963
$1.8M 0.01%
66,135
+8,601
964
$1.79M 0.01%
38,066
+10,506
965
$1.78M 0.01%
78,173
-9,027
966
$1.78M 0.01%
61,373
-45,903
967
$1.77M 0.01%
76,394
+24,025
968
$1.77M 0.01%
87,547
+38,319
969
$1.77M 0.01%
+58,784
970
$1.77M 0.01%
125,770
-80,930
971
$1.76M 0.01%
13,753
+5,867
972
$1.76M 0.01%
+20,540
973
$1.76M 0.01%
59,834
+21,696
974
$1.76M 0.01%
300,000
-200,600
975
$1.76M 0.01%
63,737
+8,445
37 38
39
40 41