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
1201
$1.12M 0.01%
+69,021
1202
$1.11M 0.01%
26,090
-41,443
1203
$1.11M 0.01%
31,154
-1,306
1204
$1.11M 0.01%
37,703
+597
1205
$1.11M 0.01%
+42,736
1206
$1.11M 0.01%
8,202
+6
1207
$1.11M 0.01%
56,847
+7,202
1208
$1.11M 0.01%
+53,033
1209
$1.1M 0.01%
+23,288
1210
$1.1M 0.01%
+236,272
1211
$1.1M 0.01%
13,023
+439
1212
$1.09M 0.01%
31,521
+1,050
1213
$1.09M 0.01%
50,000
-5,329
1214
$1.09M 0.01%
29,500
-274,138
1215
$1.08M 0.01%
+67,902
1216
$1.08M 0.01%
24,004
-1,460
1217
$1.08M 0.01%
26,850
+9,200
1218
$1.08M 0.01%
116,873
+41,873
1219
$1.07M 0.01%
80,100
-9,755
1220
$1.07M 0.01%
90,737
+2,101
1221
$1.07M 0.01%
136,210
+34,840
1222
$1.07M 0.01%
25,693
+7,581
1223
$1.07M 0.01%
837
-7
1224
$1.07M 0.01%
105,112
+93,875
1225
$1.06M 0.01%
10,073
-13
47 48
49
50 51