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
976
$1.76M 0.01%
40,602
-12,535
977
$1.75M 0.01%
65,066
-79,756
978
$1.75M 0.01%
54,200
+2,483
979
$1.75M 0.01%
96,274
+10,366
980
$1.74M 0.01%
55,273
+2,901
981
$1.74M 0.01%
93,546
+13,096
982
$1.74M 0.01%
32,586
+46
983
$1.74M 0.01%
21,201
+7,978
984
$1.73M 0.01%
124,930
+712
985
$1.73M 0.01%
25,075
+6,634
986
$1.73M 0.01%
59,593
+5,065
987
$1.72M 0.01%
93,482
+12,645
988
$1.72M 0.01%
75,807
+30,930
989
$1.72M 0.01%
93,340
+2,980
990
$1.72M 0.01%
+319,507
991
$1.71M 0.01%
13,637
+554
992
$1.71M 0.01%
46,165
-1,899
993
$1.71M 0.01%
100,367
-48,467
994
$1.71M 0.01%
35,439
+4,553
995
$1.7M 0.01%
68,896
-17,296
996
$1.69M 0.01%
85,321
+1,016
997
$1.68M 0.01%
40,137
+2,305
998
$1.68M 0.01%
119,549
+10,126
999
$1.68M 0.01%
57,986
+3,747
1000
$1.68M 0.01%
55,659
-252,869
38 39
40
41 42