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
1176
$1.19M 0.01%
33,763
-2,297
1177
$1.19M 0.01%
23,538
+999
1178
$1.19M 0.01%
7,886
-42,964
1179
$1.19M 0.01%
80,340
-5,522
1180
$1.18M 0.01%
21,360
+6,391
1181
$1.18M 0.01%
828
+524
1182
$1.18M 0.01%
33,985
+2,176
1183
$1.17M 0.01%
20,008
+4,662
1184
$1.17M 0.01%
41,160
+4,970
1185
$1.16M 0.01%
14,874
+2,721
1186
$1.15M 0.01%
35,829
-528
1187
$1.15M 0.01%
80,328
+831
1188
$1.15M 0.01%
96,698
-951
1189
$1.14M 0.01%
33,337
+2,633
1190
$1.14M 0.01%
16,454
-20,960
1191
$1.14M 0.01%
24,086
+4,966
1192
$1.14M 0.01%
19,288
+12,698
1193
$1.13M 0.01%
+33,005
1194
$1.13M 0.01%
19,059
+796
1195
$1.13M 0.01%
12,980
-2,764
1196
$1.13M 0.01%
76,140
-10,800
1197
$1.13M 0.01%
55,188
-2,344
1198
$1.13M 0.01%
6,750
+4,414
1199
$1.13M 0.01%
92,919
-7,168
1200
$1.12M 0.01%
9,890
-1,637
46 47
48
49 50