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
1076
$1.45M 0.01%
9,957
-133
1077
$1.45M 0.01%
19,086
+2,441
1078
$1.45M 0.01%
36,128
-738
1079
$1.45M 0.01%
31,103
+10,783
1080
$1.44M 0.01%
40,226
-5,801
1081
$1.44M 0.01%
6,315
-290
1082
$1.44M 0.01%
21,482
+14,995
1083
$1.44M 0.01%
19,658
+13,601
1084
$1.44M 0.01%
17,274
+5,684
1085
$1.43M 0.01%
41,510
-939
1086
$1.43M 0.01%
59,402
+6,907
1087
$1.43M 0.01%
+79,328
1088
$1.42M 0.01%
110,835
+28,350
1089
$1.42M 0.01%
34,462
+13,098
1090
$1.42M 0.01%
37,064
+4,334
1091
$1.42M 0.01%
51,629
+8,299
1092
$1.41M 0.01%
196,082
-12,937
1093
$1.41M 0.01%
36,238
-27,986
1094
$1.41M 0.01%
35,725
+1,750
1095
$1.41M 0.01%
214,160
+177,780
1096
$1.41M 0.01%
+41,737
1097
$1.4M 0.01%
75,879
+52,686
1098
$1.4M 0.01%
21,704
-165
1099
$1.4M 0.01%
21,253
+6,846
1100
$1.39M 0.01%
22,976
+13,120
42 43
44
45 46