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
1376
$801K ﹤0.01%
16,031
+3,608
1377
$799K ﹤0.01%
20,321
+4,518
1378
$799K ﹤0.01%
58,180
+5,961
1379
$797K ﹤0.01%
19,243
+3,012
1380
$796K ﹤0.01%
3,513
-6,478
1381
$796K ﹤0.01%
27,824
-2,057
1382
$795K ﹤0.01%
22,098
+5,511
1383
$794K ﹤0.01%
18,465
-52,014
1384
$794K ﹤0.01%
76,273
+29,198
1385
$794K ﹤0.01%
13,152
+1,183
1386
$792K ﹤0.01%
20,826
+4,256
1387
$790K ﹤0.01%
25,680
-909
1388
$790K ﹤0.01%
10,225
+282
1389
$788K ﹤0.01%
16,608
+1,918
1390
$787K ﹤0.01%
43,700
-500
1391
$786K ﹤0.01%
17,008
+2,390
1392
$785K ﹤0.01%
+42,236
1393
$784K ﹤0.01%
+293
1394
$784K ﹤0.01%
18,852
-307,931
1395
$782K ﹤0.01%
+27,350
1396
$779K ﹤0.01%
11,031
+200
1397
$779K ﹤0.01%
25,050
+4,770
1398
$779K ﹤0.01%
11,060
+4,540
1399
$778K ﹤0.01%
25,269
+484
1400
$778K ﹤0.01%
6,780
+150
54 55
56
57 58