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
1001
$1.68M 0.01%
30,990
-711
1002
$1.67M 0.01%
44,638
-45,548
1003
$1.67M 0.01%
60,156
+8,092
1004
$1.67M 0.01%
21,937
+4,184
1005
$1.67M 0.01%
125,452
+13,341
1006
$1.67M 0.01%
62,057
+23,494
1007
$1.65M 0.01%
35,414
+1,312
1008
$1.65M 0.01%
172,789
-11,113
1009
$1.65M 0.01%
138,100
-50,337
1010
$1.64M 0.01%
129,213
+16,203
1011
$1.64M 0.01%
34,290
+29,168
1012
$1.64M 0.01%
9,225
-4,770
1013
$1.64M 0.01%
51,810
+5,599
1014
$1.63M 0.01%
60,780
-1,518
1015
$1.63M 0.01%
70,305
+1,918
1016
$1.62M 0.01%
16,877
+3,265
1017
$1.62M 0.01%
+90,500
1018
$1.62M 0.01%
+26,500
1019
$1.61M 0.01%
27,943
+1,778
1020
$1.61M 0.01%
91,822
-12,502
1021
$1.61M 0.01%
183,634
-56,554
1022
$1.6M 0.01%
24,051
+3,318
1023
$1.59M 0.01%
58,821
+30,701
1024
$1.59M 0.01%
54,950
+515
1025
$1.59M 0.01%
158,412
+19,335
39 40
41
42 43