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
1351
$849K ﹤0.01%
49,627
+30,791
1352
$848K ﹤0.01%
28,884
-38,086
1353
$846K ﹤0.01%
18,611
+1,381
1354
$844K ﹤0.01%
24,754
-695
1355
$840K ﹤0.01%
37,142
-11,371
1356
$840K ﹤0.01%
18,586
+580
1357
$838K ﹤0.01%
30,323
-211
1358
$836K ﹤0.01%
14,269
+125
1359
$835K ﹤0.01%
34,894
+1,418
1360
$833K ﹤0.01%
36,751
+22,002
1361
$828K ﹤0.01%
23,697
-471
1362
$828K ﹤0.01%
31,992
-411,866
1363
$827K ﹤0.01%
8,783
+887
1364
$817K ﹤0.01%
18,143
+1,105
1365
$817K ﹤0.01%
+7,650
1366
$815K ﹤0.01%
+69,747
1367
$814K ﹤0.01%
20,492
+1,582
1368
$814K ﹤0.01%
7,618
+101
1369
$813K ﹤0.01%
17,624
+4,860
1370
$812K ﹤0.01%
19,949
-624
1371
$811K ﹤0.01%
668
+246
1372
$811K ﹤0.01%
33,350
+1,650
1373
$809K ﹤0.01%
58,462
-8,758
1374
$807K ﹤0.01%
+196,975
1375
$805K ﹤0.01%
30,164
+5,561
53 54
55
56 57