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
1326
$889K ﹤0.01%
137,583
-57,047
1327
$887K ﹤0.01%
12,677
+3,999
1328
$887K ﹤0.01%
42,988
+744
1329
$885K ﹤0.01%
77,431
-32,896
1330
$879K ﹤0.01%
+14,703
1331
$878K ﹤0.01%
+68,619
1332
$876K ﹤0.01%
+18,477
1333
$874K ﹤0.01%
+1,883
1334
$873K ﹤0.01%
9,710
-639
1335
$872K ﹤0.01%
27,308
+9,068
1336
$872K ﹤0.01%
+29,555
1337
$871K ﹤0.01%
23,832
+2,700
1338
$870K ﹤0.01%
7,855
+4,203
1339
$870K ﹤0.01%
27,294
-380
1340
$869K ﹤0.01%
+54,708
1341
$866K ﹤0.01%
23,713
+300
1342
$863K ﹤0.01%
18,454
+7,080
1343
$863K ﹤0.01%
20,367
-679
1344
$863K ﹤0.01%
+17,555
1345
$856K ﹤0.01%
43,378
+557
1346
$852K ﹤0.01%
21,246
-1,188
1347
$850K ﹤0.01%
9,574
-198
1348
$850K ﹤0.01%
73,725
+6,978
1349
$849K ﹤0.01%
10,853
-19,663
1350
$849K ﹤0.01%
12,642
-150
52 53
54
55 56