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
1451
$694K ﹤0.01%
+40,000
1452
$692K ﹤0.01%
+6,000
1453
$692K ﹤0.01%
9,490
-103
1454
$691K ﹤0.01%
16,752
-5,336
1455
$690K ﹤0.01%
12,634
+846
1456
$689K ﹤0.01%
17,859
+2,098
1457
$689K ﹤0.01%
64,101
-8,567
1458
$687K ﹤0.01%
74,692
-23,219
1459
$684K ﹤0.01%
27,573
+9,510
1460
$683K ﹤0.01%
36,731
-570
1461
$681K ﹤0.01%
4,572
-689
1462
$681K ﹤0.01%
42,925
-2,425
1463
$678K ﹤0.01%
12,148
+551
1464
$677K ﹤0.01%
8,358
+196
1465
$677K ﹤0.01%
108,711
-10,106
1466
$677K ﹤0.01%
12,653
-3,058
1467
$676K ﹤0.01%
44,599
-48,402
1468
$676K ﹤0.01%
25,661
-11,950
1469
$676K ﹤0.01%
36,566
+1,032
1470
$673K ﹤0.01%
7,864
-86
1471
$670K ﹤0.01%
17,020
+19
1472
$670K ﹤0.01%
19,071
-7,057
1473
$668K ﹤0.01%
35,270
+1,860
1474
$667K ﹤0.01%
12,850
+4,552
1475
$666K ﹤0.01%
15,470
-3,992
57 58
59
60 61