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
151
$31.6M 0.18%
377,369
+61,748
152
$31.2M 0.17%
389,650
+63,331
153
$30.9M 0.17%
773,324
+66,000
154
$30.8M 0.17%
325,692
+284,679
155
$30.6M 0.17%
685,550
+246,442
156
$30.4M 0.17%
1,701,200
+938,760
157
$30.3M 0.17%
867,211
+93,895
158
$30.2M 0.17%
413,166
+116,163
159
$30M 0.17%
141,200
+124,835
160
$29.7M 0.16%
555,117
+13,456
161
$29.7M 0.16%
868,423
+160,202
162
$29.3M 0.16%
184,010
+36,226
163
$29.2M 0.16%
285,668
+270,629
164
$29.2M 0.16%
759,033
+5,448
165
$28.4M 0.16%
404,594
+68,949
166
$28.2M 0.16%
218,047
+94,979
167
$28.2M 0.16%
628,463
+326,316
168
$27.5M 0.15%
348,916
+294,346
169
$27.3M 0.15%
668,790
+21,784
170
$27.3M 0.15%
463,005
+20,592
171
$26.7M 0.15%
536,069
+131,272
172
$26.5M 0.15%
185,622
-13,219
173
$26.5M 0.15%
1,137,092
+434,349
174
$26.4M 0.15%
220,491
+62,684
175
$26.1M 0.15%
361,748
+49,822
5 6
7
8 9