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
1251
$1.01M 0.01%
68,878
-11,372
1252
$1.01M 0.01%
93,169
-3,799
1253
$1.01M 0.01%
24,158
+18,868
1254
$1.01M 0.01%
21,629
-342
1255
$1.01M 0.01%
42,170
+175
1256
$1M 0.01%
+21,572
1257
$1M 0.01%
57,230
+23,235
1258
$1M 0.01%
20,832
+849
1259
$1M 0.01%
34,648
+1,385
1260
$1M 0.01%
+24,755
1261
$998K 0.01%
28,058
+840
1262
$998K 0.01%
7,966
+2,079
1263
$997K 0.01%
18,631
+1,789
1264
$993K 0.01%
50,547
-8,393
1265
$993K 0.01%
17,474
+355
1266
$990K 0.01%
28,373
-2,689
1267
$990K 0.01%
+25,339
1268
$986K 0.01%
13,728
+10,310
1269
$985K 0.01%
13,832
-411
1270
$985K 0.01%
21,047
-1,679
1271
$979K 0.01%
+39,164
1272
$979K 0.01%
24,846
+2,874
1273
$977K 0.01%
125,365
+9,632
1274
$976K 0.01%
226,882
1275
$976K 0.01%
29,706
+11,416
49 50
51
52 53