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
1276
$973K 0.01%
19,749
-4,090
1277
$973K 0.01%
13,989
+57
1278
$972K 0.01%
+18,715
1279
$971K 0.01%
44,827
+2,722
1280
$967K 0.01%
14,614
-11,026
1281
$966K 0.01%
5,381
+1,595
1282
$965K 0.01%
20,715
+9,186
1283
$965K 0.01%
47,115
+8,984
1284
$964K 0.01%
38,169
+9,678
1285
$962K 0.01%
20,349
+2,646
1286
$961K 0.01%
15,194
+11,656
1287
$961K 0.01%
+52,181
1288
$959K 0.01%
15,991
+3,376
1289
$959K 0.01%
238,514
-2,462,258
1290
$958K 0.01%
31,040
+14,074
1291
$956K 0.01%
+5,842
1292
$956K 0.01%
58,263
-14,306
1293
$956K 0.01%
25,266
+376
1294
$956K 0.01%
124,581
+1,366
1295
$955K 0.01%
8,307
-4,955
1296
$953K 0.01%
45,136
+27,434
1297
$944K 0.01%
49,957
-6,707
1298
$943K 0.01%
55,730
-8,592
1299
$933K 0.01%
21,339
-336
1300
$930K 0.01%
+25,220
50 51
52
53 54