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
101
$42.7M 0.24%
642,192
+44,908
102
$42.6M 0.24%
452,346
+220,679
103
$42.4M 0.24%
717,922
+148,109
104
$42M 0.23%
497,502
-5,875
105
$41.7M 0.23%
780,160
+40,907
106
$41M 0.23%
393,072
+15,878
107
$40.3M 0.22%
209,515
+44,975
108
$40.1M 0.22%
596,651
-32,000
109
$40M 0.22%
348,195
+159,697
110
$39.9M 0.22%
595,921
+176,537
111
$39.8M 0.22%
443,596
+79,064
112
$39.7M 0.22%
652,653
+112,301
113
$39.6M 0.22%
214,019
+210,198
114
$39.4M 0.22%
950,349
+886,950
115
$39.3M 0.22%
412,526
+190,676
116
$39.3M 0.22%
515,802
+165,228
117
$39.2M 0.22%
502,857
+86,000
118
$39.2M 0.22%
570,070
+367,280
119
$39.1M 0.22%
679,649
+56,964
120
$39M 0.22%
275,123
+34,416
121
$37.9M 0.21%
826,838
+178,571
122
$37.8M 0.21%
183,862
-1,349,474
123
$37.1M 0.21%
270,587
+155,491
124
$37.1M 0.21%
458,246
+439,217
125
$36.6M 0.2%
554,165
+45,039
3 4
5
6 7