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
1401
$776K ﹤0.01%
28,818
-91,424
1402
$776K ﹤0.01%
23,344
+1,106
1403
$776K ﹤0.01%
22,767
-3,071
1404
$773K ﹤0.01%
40,998
+1,138
1405
$768K ﹤0.01%
15,677
-679
1406
$767K ﹤0.01%
12,342
+3,951
1407
$767K ﹤0.01%
+20,031
1408
$765K ﹤0.01%
101,190
-50
1409
$760K ﹤0.01%
28,446
+2,481
1410
$760K ﹤0.01%
13,275
+10
1411
$757K ﹤0.01%
14,518
-33
1412
$755K ﹤0.01%
26,868
+140
1413
$753K ﹤0.01%
+79,945
1414
$752K ﹤0.01%
11,878
-2,939
1415
$752K ﹤0.01%
+46,075
1416
$751K ﹤0.01%
12,972
-80
1417
$749K ﹤0.01%
56,302
+2,130
1418
$748K ﹤0.01%
13,036
+988
1419
$748K ﹤0.01%
18,837
+44
1420
$745K ﹤0.01%
234
-207
1421
$744K ﹤0.01%
41,521
-54,130
1422
$739K ﹤0.01%
56,777
+2,746
1423
$736K ﹤0.01%
37,290
+19,418
1424
$735K ﹤0.01%
8,288
+21
1425
$735K ﹤0.01%
6,929
+3,347
55 56
57
58 59