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
1651
$455K ﹤0.01%
+20,656
1652
$455K ﹤0.01%
12,154
-155,198
1653
$455K ﹤0.01%
+7,606
1654
$454K ﹤0.01%
16,280
+503
1655
$452K ﹤0.01%
16,972
-888
1656
$451K ﹤0.01%
21,846
+1,322
1657
$450K ﹤0.01%
+8,840
1658
$450K ﹤0.01%
15,296
-1,524
1659
$450K ﹤0.01%
12,854
-1,452
1660
$449K ﹤0.01%
19,075
-18,026
1661
$449K ﹤0.01%
11,760
-106,664
1662
$448K ﹤0.01%
27,639
-2,139
1663
$448K ﹤0.01%
+31,657
1664
$448K ﹤0.01%
24,994
+5,483
1665
$447K ﹤0.01%
+16,308
1666
$447K ﹤0.01%
12,492
-36,798
1667
$447K ﹤0.01%
12,796
-56,864
1668
$447K ﹤0.01%
15,491
+492
1669
$446K ﹤0.01%
17,437
+5,553
1670
$446K ﹤0.01%
25,064
-17,334
1671
$445K ﹤0.01%
1,451
+88
1672
$444K ﹤0.01%
33,100
-1,075
1673
$443K ﹤0.01%
19,252
+4,166
1674
$442K ﹤0.01%
+12,337
1675
$440K ﹤0.01%
16,894
+506
65 66
67
68 69