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
1226
$1.06M 0.01%
50,872
+28,762
1227
$1.06M 0.01%
+35,000
1228
$1.05M 0.01%
129,872
+40,704
1229
$1.05M 0.01%
19,490
+3,290
1230
$1.05M 0.01%
25,507
+465
1231
$1.05M 0.01%
47,506
+14,035
1232
$1.05M 0.01%
+7,908
1233
$1.05M 0.01%
109,470
-9,611
1234
$1.05M 0.01%
31,069
-814
1235
$1.04M 0.01%
15,310
+8,777
1236
$1.04M 0.01%
16,939
+556
1237
$1.04M 0.01%
106,580
+51,554
1238
$1.04M 0.01%
71,848
-6,554
1239
$1.04M 0.01%
40,562
+543
1240
$1.04M 0.01%
20,482
-400
1241
$1.04M 0.01%
68,769
+22,772
1242
$1.04M 0.01%
98,053
-17,584
1243
$1.04M 0.01%
57,484
+7,198
1244
$1.04M 0.01%
12,283
+910
1245
$1.03M 0.01%
30,051
+192
1246
$1.03M 0.01%
+35,512
1247
$1.02M 0.01%
12,502
-1,077
1248
$1.02M 0.01%
18,852
+11,392
1249
$1.02M 0.01%
16,755
+317
1250
$1.02M 0.01%
37,333
+2,009
48 49
50
51 52