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
1601
$507K ﹤0.01%
10,208
-262
1602
$507K ﹤0.01%
14,505
+248
1603
$506K ﹤0.01%
8,442
+4,744
1604
$506K ﹤0.01%
82,635
-19,715
1605
$505K ﹤0.01%
8,115
-125,364
1606
$504K ﹤0.01%
8,864
-4,774
1607
$503K ﹤0.01%
31,213
+5,130
1608
$502K ﹤0.01%
20,342
-49,558
1609
$500K ﹤0.01%
79,530
-20,500
1610
$498K ﹤0.01%
25,460
-2,370
1611
$498K ﹤0.01%
9,228
+610
1612
$497K ﹤0.01%
23,064
-36,705
1613
$496K ﹤0.01%
28,980
+2,895
1614
$496K ﹤0.01%
27,294
-7,497
1615
$494K ﹤0.01%
14,285
+5,080
1616
$492K ﹤0.01%
53,972
+425
1617
$488K ﹤0.01%
29,827
-190
1618
$488K ﹤0.01%
8,994
+346
1619
$486K ﹤0.01%
25,506
-207,828
1620
$485K ﹤0.01%
98,102
+14,378
1621
$484K ﹤0.01%
4,237
+1,530
1622
$484K ﹤0.01%
18,800
+1,809
1623
$483K ﹤0.01%
2,679
-681
1624
$482K ﹤0.01%
6,494
+576
1625
$481K ﹤0.01%
7,955
-383
63 64
65
66 67