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
126
$36.5M 0.2%
890,350
+163,876
127
$36.5M 0.2%
740,289
+74,617
128
$36.4M 0.2%
483,939
+46,241
129
$35.9M 0.2%
1,567,748
+323,759
130
$35.7M 0.2%
317,897
+64,814
131
$35.5M 0.2%
335,751
-6,491
132
$35.5M 0.2%
907,673
+50,289
133
$35.4M 0.2%
1,673,232
+1,547,536
134
$34.9M 0.19%
397,190
-72,565
135
$34.8M 0.19%
660,795
+329,199
136
$34.8M 0.19%
317,151
+30,761
137
$34.7M 0.19%
660,462
+5,242
138
$34.3M 0.19%
416,260
+204,408
139
$34.3M 0.19%
784,385
+21,182
140
$34.1M 0.19%
196,578
+31,371
141
$34.1M 0.19%
482,322
+41,526
142
$34.1M 0.19%
712,556
-198,174
143
$33.9M 0.19%
688,853
+473,431
144
$33.8M 0.19%
1,855,879
+227,810
145
$33M 0.18%
386,317
-17,427
146
$32.9M 0.18%
931,490
+648,825
147
$32.5M 0.18%
79,337
+77,579
148
$32.5M 0.18%
356,523
+149,625
149
$32.3M 0.18%
783,520
+76,590
150
$31.9M 0.18%
801,993
+273,574
4 5
6
7 8