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
1126
$1.32M 0.01%
46,676
+20,092
1127
$1.32M 0.01%
19,751
+406
1128
$1.32M 0.01%
129,965
+15,479
1129
$1.31M 0.01%
29,358
+3,193
1130
$1.31M 0.01%
18,651
+222
1131
$1.31M 0.01%
79,400
-26,372
1132
$1.31M 0.01%
24,079
+3,784
1133
$1.3M 0.01%
+10,200
1134
$1.29M 0.01%
+94,800
1135
$1.29M 0.01%
33,327
+24,301
1136
$1.28M 0.01%
59,137
-296
1137
$1.28M 0.01%
3,770
-2,100
1138
$1.28M 0.01%
85,720
+55,019
1139
$1.27M 0.01%
27,772
+22,436
1140
$1.27M 0.01%
72,219
+53,283
1141
$1.27M 0.01%
62,477
-953
1142
$1.27M 0.01%
+72,965
1143
$1.27M 0.01%
25,809
+4,788
1144
$1.26M 0.01%
+50,784
1145
$1.26M 0.01%
87,013
+347
1146
$1.25M 0.01%
32,358
+845
1147
$1.25M 0.01%
47,848
+7,568
1148
$1.25M 0.01%
56,070
+4,321
1149
$1.25M 0.01%
97,014
-109,367
1150
$1.25M 0.01%
+51,908
44 45
46
47 48