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
76
$52.1M 0.29%
276,634
+37,886
77
$52M 0.29%
753,819
+94,860
78
$51.3M 0.28%
536,200
+12,401
79
$51.2M 0.28%
1,926,884
+1,383,768
80
$51.2M 0.28%
150,819
+5,736
81
$51.2M 0.28%
876,299
+624,657
82
$50.2M 0.28%
327,596
+110,554
83
$50.1M 0.28%
599,516
+86,476
84
$49.4M 0.27%
526,560
-8,931
85
$49.3M 0.27%
1,004,092
+105,346
86
$49.1M 0.27%
253,176
+223,114
87
$48.7M 0.27%
643,695
+547,021
88
$48.5M 0.27%
1,692,906
+367,287
89
$48.4M 0.27%
1,705,249
+1,537,563
90
$48M 0.27%
524,029
+362,494
91
$47.9M 0.27%
877,028
+197,586
92
$47.9M 0.27%
705,216
+506,358
93
$46M 0.26%
557,516
+484,910
94
$45.5M 0.25%
509,243
+382,160
95
$44.9M 0.25%
367,198
+6,729
96
$44.6M 0.25%
518,029
+18,419
97
$44.4M 0.25%
501,866
+156,836
98
$43.9M 0.24%
398,541
+138,607
99
$43.8M 0.24%
659,458
+143,396
100
$43.1M 0.24%
805,008
+697,813
2 3
4
5 6