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
1501
$630K ﹤0.01%
48,763
+955
1502
$629K ﹤0.01%
10,087
+3,684
1503
$627K ﹤0.01%
14,784
-4,519
1504
$626K ﹤0.01%
12,056
+4,264
1505
$623K ﹤0.01%
18,293
-7,440
1506
$623K ﹤0.01%
23,406
+4,405
1507
$619K ﹤0.01%
14,739
-82
1508
$617K ﹤0.01%
+44,700
1509
$616K ﹤0.01%
8,250
+1,074
1510
$615K ﹤0.01%
17,752
-9,078
1511
$615K ﹤0.01%
24,248
-4,420
1512
$612K ﹤0.01%
24,997
+14,997
1513
$611K ﹤0.01%
7,512
1514
$611K ﹤0.01%
2,054
-1,259
1515
$610K ﹤0.01%
57,438
+938
1516
$610K ﹤0.01%
+11,545
1517
$610K ﹤0.01%
141,573
-209,215
1518
$609K ﹤0.01%
34,448
+15,648
1519
$608K ﹤0.01%
9,536
1520
$606K ﹤0.01%
5,385
+2,853
1521
$603K ﹤0.01%
12,742
+5,658
1522
$603K ﹤0.01%
+20,787
1523
$600K ﹤0.01%
9,468
+134
1524
$598K ﹤0.01%
5,706
-923
1525
$596K ﹤0.01%
9,794
+242
59 60
61
62 63