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
1301
$929K 0.01%
8,163
-304
1302
$924K 0.01%
6,816
+3,646
1303
$923K 0.01%
43,781
+6,981
1304
$919K 0.01%
21,332
-5,684
1305
$919K 0.01%
+14,394
1306
$918K 0.01%
33,031
+10,467
1307
$915K 0.01%
13,694
-1,668
1308
$914K 0.01%
93,184
-476
1309
$913K 0.01%
+22,256
1310
$909K 0.01%
13,864
+9,520
1311
$907K 0.01%
+20,310
1312
$906K 0.01%
20,436
+9,687
1313
$905K 0.01%
169,364
+83,452
1314
$905K 0.01%
29,084
-1,788
1315
$905K 0.01%
39,271
+25,052
1316
$904K 0.01%
40,866
+11,542
1317
$904K 0.01%
7,068
+369
1318
$902K 0.01%
16,934
-446
1319
$902K 0.01%
8,083
+6,347
1320
$898K 0.01%
44,034
+328
1321
$898K 0.01%
35,509
+12,770
1322
$898K 0.01%
18,937
+1,299
1323
$894K 0.01%
+23,596
1324
$890K ﹤0.01%
+13,898
1325
$889K ﹤0.01%
39,130
+260
51 52
53
54 55