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
1101
$1.39M 0.01%
76,750
+370
1102
$1.39M 0.01%
46,553
+3,036
1103
$1.38M 0.01%
19,512
+36
1104
$1.38M 0.01%
46,028
+28,913
1105
$1.37M 0.01%
16,597
+411
1106
$1.36M 0.01%
+40,817
1107
$1.36M 0.01%
12,847
-1,585
1108
$1.36M 0.01%
67,670
+18,555
1109
$1.35M 0.01%
52,421
+28,021
1110
$1.35M 0.01%
54,249
+8,656
1111
$1.35M 0.01%
35,042
+18,727
1112
$1.35M 0.01%
25,924
+7,950
1113
$1.34M 0.01%
9,106
+1,265
1114
$1.33M 0.01%
+70,000
1115
$1.33M 0.01%
34,077
+10,312
1116
$1.33M 0.01%
37,026
+8,601
1117
$1.33M 0.01%
68,223
-2,271
1118
$1.33M 0.01%
47,699
+443
1119
$1.33M 0.01%
21,365
+9,571
1120
$1.33M 0.01%
10,109
+1,360
1121
$1.33M 0.01%
42,991
-3,736
1122
$1.33M 0.01%
+38,218
1123
$1.33M 0.01%
10,515
-1,443
1124
$1.32M 0.01%
28,225
+1,106
1125
$1.32M 0.01%
57,799
+46,387
43 44
45
46 47