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
1676
$439K ﹤0.01%
13,045
-6,228
1677
$438K ﹤0.01%
39,900
+4,000
1678
$438K ﹤0.01%
10,169
+128
1679
$437K ﹤0.01%
49,553
-22,279
1680
$437K ﹤0.01%
+38,309
1681
$437K ﹤0.01%
+10,918
1682
$437K ﹤0.01%
6,245
-4,374
1683
$436K ﹤0.01%
7,293
-1,223
1684
$436K ﹤0.01%
11,750
+2
1685
$435K ﹤0.01%
30,747
+11,401
1686
$435K ﹤0.01%
+26,582
1687
$433K ﹤0.01%
21,723
+3,215
1688
$433K ﹤0.01%
+4,900
1689
$433K ﹤0.01%
31,735
+7,530
1690
$431K ﹤0.01%
19,466
+8,764
1691
$431K ﹤0.01%
47,865
+6,026
1692
$430K ﹤0.01%
4,674
-191
1693
$429K ﹤0.01%
6,352
+1,877
1694
$427K ﹤0.01%
10,852
-5,084
1695
$426K ﹤0.01%
7,125
+772
1696
$426K ﹤0.01%
8,475
-21,558
1697
$424K ﹤0.01%
22,865
+1,040
1698
$423K ﹤0.01%
7,624
+396
1699
$423K ﹤0.01%
8,627
+606
1700
$422K ﹤0.01%
+24,822
66 67
68
69 70