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
1476
$664K ﹤0.01%
+7,880
1477
$663K ﹤0.01%
81,079
-26,155
1478
$662K ﹤0.01%
9,176
-3,019
1479
$660K ﹤0.01%
13,130
+3,591
1480
$660K ﹤0.01%
9,399
+1,830
1481
$660K ﹤0.01%
32,977
-2,572
1482
$658K ﹤0.01%
3,354
+109
1483
$658K ﹤0.01%
29,286
-4,916
1484
$653K ﹤0.01%
24,418
-4,162
1485
$651K ﹤0.01%
22,008
-11,380
1486
$650K ﹤0.01%
12,549
-46,833
1487
$650K ﹤0.01%
29,058
-21,501
1488
$648K ﹤0.01%
19,711
-3,805
1489
$648K ﹤0.01%
+22,774
1490
$646K ﹤0.01%
22,832
-2,123
1491
$645K ﹤0.01%
59,006
-16,461
1492
$643K ﹤0.01%
15,080
+2,020
1493
$636K ﹤0.01%
+47,381
1494
$635K ﹤0.01%
15,056
+2,454
1495
$635K ﹤0.01%
10,532
+6,795
1496
$634K ﹤0.01%
23,395
-10,808
1497
$634K ﹤0.01%
5,220
-15
1498
$633K ﹤0.01%
16,301
-1,295
1499
$633K ﹤0.01%
5,596
+559
1500
$631K ﹤0.01%
12,714
-3,105
58 59
60
61 62