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
1051
$1.52M 0.01%
29,746
+9,467
1052
$1.51M 0.01%
70,796
+11,709
1053
$1.5M 0.01%
73,195
-2,651
1054
$1.5M 0.01%
+85,650
1055
$1.5M 0.01%
106,399
-50,867
1056
$1.5M 0.01%
9,862
+553
1057
$1.5M 0.01%
20,311
+5,571
1058
$1.5M 0.01%
115,390
+5,134
1059
$1.5M 0.01%
8,770
+1,143
1060
$1.49M 0.01%
8,702
-2,250
1061
$1.49M 0.01%
70,230
+9,715
1062
$1.48M 0.01%
33,952
-104
1063
$1.48M 0.01%
43,654
-10,678
1064
$1.48M 0.01%
32,136
+4,826
1065
$1.47M 0.01%
19,950
+2,414
1066
$1.46M 0.01%
54,200
+2,900
1067
$1.46M 0.01%
26,830
+9,252
1068
$1.46M 0.01%
65,381
-14,254
1069
$1.46M 0.01%
+67,650
1070
$1.46M 0.01%
20,403
-503
1071
$1.46M 0.01%
43,074
+6,857
1072
$1.45M 0.01%
26,864
-42,512
1073
$1.45M 0.01%
61,722
-623
1074
$1.45M 0.01%
20,016
-4,403
1075
$1.45M 0.01%
29,282
-46,385
41 42
43
44 45