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
1626
$481K ﹤0.01%
2,743
-270
1627
$480K ﹤0.01%
34,560
+2,705
1628
$480K ﹤0.01%
18,580
+6,351
1629
$479K ﹤0.01%
39,925
+2,798
1630
$477K ﹤0.01%
+16,075
1631
$475K ﹤0.01%
8,688
-2,859
1632
$473K ﹤0.01%
10,820
+13
1633
$472K ﹤0.01%
21,746
-1,416
1634
$472K ﹤0.01%
93,353
-25,754
1635
$467K ﹤0.01%
9,028
+3,408
1636
$467K ﹤0.01%
10,671
-30,420
1637
$467K ﹤0.01%
26,949
-6,722
1638
$465K ﹤0.01%
32,361
-6,115
1639
$465K ﹤0.01%
+22,835
1640
$463K ﹤0.01%
11,981
-743
1641
$463K ﹤0.01%
7,551
-659
1642
$462K ﹤0.01%
+6,691
1643
$461K ﹤0.01%
13,400
-324
1644
$461K ﹤0.01%
7,557
-16
1645
$459K ﹤0.01%
8,572
+3,934
1646
$458K ﹤0.01%
73,699
-32,527
1647
$457K ﹤0.01%
19,380
-381
1648
$456K ﹤0.01%
39,430
-2,721
1649
$456K ﹤0.01%
21,956
+64
1650
$455K ﹤0.01%
86,833
+22,814
64 65
66
67 68