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
1576
$537K ﹤0.01%
+16,376
1577
$536K ﹤0.01%
35,854
+4,465
1578
$535K ﹤0.01%
15,389
+17
1579
$534K ﹤0.01%
14,652
+4,362
1580
$534K ﹤0.01%
47,003
-32,101
1581
$533K ﹤0.01%
119,980
-11,496
1582
$532K ﹤0.01%
16,140
-8,201
1583
$532K ﹤0.01%
11,865
+2,456
1584
$532K ﹤0.01%
19,862
+42
1585
$532K ﹤0.01%
11,601
-269
1586
$529K ﹤0.01%
9,725
-6,067
1587
$528K ﹤0.01%
4,084
-825
1588
$527K ﹤0.01%
20,516
+6,902
1589
$525K ﹤0.01%
16,346
-1,622
1590
$524K ﹤0.01%
7,447
+372
1591
$524K ﹤0.01%
12,604
+1,563
1592
$523K ﹤0.01%
19,454
+3,792
1593
$522K ﹤0.01%
10,782
+205
1594
$517K ﹤0.01%
4,210
-3,295
1595
$513K ﹤0.01%
15,131
-612
1596
$513K ﹤0.01%
18,593
+5,663
1597
$512K ﹤0.01%
21,065
+685
1598
$511K ﹤0.01%
2,926
-24
1599
$508K ﹤0.01%
8,295
+4,941
1600
$508K ﹤0.01%
+13,781