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
1151
$1.24M 0.01%
28,772
+22,930
1152
$1.24M 0.01%
138,306
-22,177
1153
$1.24M 0.01%
141,807
-10,994
1154
$1.24M 0.01%
15,947
+2,287
1155
$1.23M 0.01%
41,056
+4,279
1156
$1.23M 0.01%
52,495
+38,345
1157
$1.23M 0.01%
20,921
+1,752
1158
$1.22M 0.01%
128,878
-11,458
1159
$1.22M 0.01%
+34,921
1160
$1.22M 0.01%
6,591
+637
1161
$1.22M 0.01%
25,486
+12,298
1162
$1.22M 0.01%
26,058
-4,562
1163
$1.22M 0.01%
76,502
+60,471
1164
$1.21M 0.01%
20,143
+1,720
1165
$1.21M 0.01%
32,807
+2,690
1166
$1.21M 0.01%
53,564
+31,392
1167
$1.21M 0.01%
14,876
-5,339
1168
$1.2M 0.01%
21,602
+843
1169
$1.2M 0.01%
84,913
+67,515
1170
$1.2M 0.01%
50,290
+7,375
1171
$1.2M 0.01%
57,357
-19,341
1172
$1.2M 0.01%
159,248
+73,522
1173
$1.2M 0.01%
44,605
-4,247
1174
$1.19M 0.01%
+65,300
1175
$1.19M 0.01%
+16,090
45 46
47
48 49