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
1026
$1.59M 0.01%
115,479
-6,345
1027
$1.58M 0.01%
156,435
+98,989
1028
$1.58M 0.01%
59,693
+50,777
1029
$1.58M 0.01%
37,108
+6,347
1030
$1.57M 0.01%
115,862
+995
1031
$1.57M 0.01%
43,941
+463
1032
$1.57M 0.01%
65,309
+31,117
1033
$1.57M 0.01%
45,231
-4,024
1034
$1.56M 0.01%
29,045
+2,044
1035
$1.56M 0.01%
30,549
+24
1036
$1.55M 0.01%
39,418
+7,430
1037
$1.55M 0.01%
17,896
-165,203
1038
$1.55M 0.01%
+50,306
1039
$1.55M 0.01%
+60,501
1040
$1.55M 0.01%
168,394
-13,764
1041
$1.54M 0.01%
55,435
-2,900
1042
$1.54M 0.01%
113,160
+8,155
1043
$1.54M 0.01%
58,706
-2,885
1044
$1.53M 0.01%
39,079
-1,003
1045
$1.53M 0.01%
56,937
-2,141
1046
$1.53M 0.01%
23,662
+2,814
1047
$1.53M 0.01%
77,312
+21,850
1048
$1.52M 0.01%
7,955
+5,503
1049
$1.52M 0.01%
47,561
-4,235
1050
$1.52M 0.01%
30,066
-2,534
40 41
42
43 44