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
1551
$561K ﹤0.01%
11,305
+2,162
1552
$559K ﹤0.01%
15,202
+1,749
1553
$559K ﹤0.01%
7,523
+38
1554
$555K ﹤0.01%
8,097
+19
1555
$555K ﹤0.01%
37,876
+3,190
1556
$555K ﹤0.01%
105,513
-4,187
1557
$555K ﹤0.01%
5,399
-52,265
1558
$551K ﹤0.01%
9,446
+130
1559
$551K ﹤0.01%
6,677
+340
1560
$551K ﹤0.01%
71,563
+7,563
1561
$549K ﹤0.01%
67,405
-5,175
1562
$549K ﹤0.01%
39,925
+2,955
1563
$548K ﹤0.01%
+11,953
1564
$547K ﹤0.01%
14,373
+6,082
1565
$546K ﹤0.01%
1,449
-95
1566
$545K ﹤0.01%
8,543
-2,427
1567
$543K ﹤0.01%
20,223
+514
1568
$542K ﹤0.01%
21,430
+2,917
1569
$542K ﹤0.01%
26,791
+13,522
1570
$541K ﹤0.01%
14,464
1571
$540K ﹤0.01%
75,299
-958
1572
$538K ﹤0.01%
18,777
+6,915
1573
$538K ﹤0.01%
12,071
-211
1574
$538K ﹤0.01%
+26,334
1575
$538K ﹤0.01%
8,990
-247
61 62
63
64 65