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
1426
$734K ﹤0.01%
54,400
-522
1427
$733K ﹤0.01%
18,300
+5,000
1428
$732K ﹤0.01%
35,850
+12,732
1429
$731K ﹤0.01%
26,348
-39,465
1430
$729K ﹤0.01%
13,118
+1,088
1431
$728K ﹤0.01%
44,817
-6,061
1432
$728K ﹤0.01%
36,733
+38
1433
$727K ﹤0.01%
8,547
+543
1434
$723K ﹤0.01%
15,058
+6,378
1435
$722K ﹤0.01%
51,476
-11,262
1436
$720K ﹤0.01%
15,334
+5,330
1437
$720K ﹤0.01%
41,831
-8,405
1438
$719K ﹤0.01%
+50,935
1439
$719K ﹤0.01%
20,045
+4,534
1440
$719K ﹤0.01%
8,486
+1,012
1441
$715K ﹤0.01%
60,149
-3,877
1442
$713K ﹤0.01%
86,286
-48,962
1443
$710K ﹤0.01%
12,530
+665
1444
$709K ﹤0.01%
15,331
+1,354
1445
$707K ﹤0.01%
4,354
+234
1446
$704K ﹤0.01%
25,143
-1,795
1447
$702K ﹤0.01%
11,355
-150,567
1448
$698K ﹤0.01%
6,533
+2,800
1449
$696K ﹤0.01%
386,644
-2,178
1450
$694K ﹤0.01%
7,630
-2,241
56 57
58
59 60