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
1726
$394K ﹤0.01%
9,135
-3,567
1727
$393K ﹤0.01%
9,204
+2,593
1728
$393K ﹤0.01%
43,350
+1,200
1729
$392K ﹤0.01%
+13,200
1730
$391K ﹤0.01%
27,225
-7,600
1731
$391K ﹤0.01%
4,762
-438
1732
$386K ﹤0.01%
8,932
-4,835
1733
$386K ﹤0.01%
+3,239
1734
$385K ﹤0.01%
32,747
+20,730
1735
$383K ﹤0.01%
28,108
-42,266
1736
$382K ﹤0.01%
+30,092
1737
$382K ﹤0.01%
11,398
-2,740
1738
$382K ﹤0.01%
4,702
+223
1739
$381K ﹤0.01%
14,880
+113
1740
$381K ﹤0.01%
15,995
+410
1741
$379K ﹤0.01%
54,200
+2,900
1742
$377K ﹤0.01%
12,926
+68
1743
$377K ﹤0.01%
33,853
+1,733
1744
$376K ﹤0.01%
20,240
-180
1745
$374K ﹤0.01%
10,994
+102
1746
$373K ﹤0.01%
9,326
+67
1747
$372K ﹤0.01%
6,626
-118
1748
$372K ﹤0.01%
388
+54
1749
$371K ﹤0.01%
11,770
-1,830
1750
$371K ﹤0.01%
+25,102
68 69
70
71 72