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
1751
$370K ﹤0.01%
22,550
+3,349
1752
$370K ﹤0.01%
20,862
-12,533
1753
$369K ﹤0.01%
13,503
+3,018
1754
$368K ﹤0.01%
38,518
-1,757
1755
$367K ﹤0.01%
+11,846
1756
$367K ﹤0.01%
13,047
+260
1757
$365K ﹤0.01%
10,011
-14
1758
$364K ﹤0.01%
11,374
-13
1759
$364K ﹤0.01%
17,640
-2,829
1760
$363K ﹤0.01%
25,963
-1,360
1761
$362K ﹤0.01%
26,657
+176
1762
$362K ﹤0.01%
8,682
-681
1763
$362K ﹤0.01%
7,117
+1,225
1764
$361K ﹤0.01%
12,180
+998
1765
$361K ﹤0.01%
+3,086
1766
$360K ﹤0.01%
3,889
-5,315
1767
$360K ﹤0.01%
9,679
+432
1768
$358K ﹤0.01%
47,253
+29,253
1769
$357K ﹤0.01%
20,089
-34,797
1770
$355K ﹤0.01%
28,353
+36
1771
$355K ﹤0.01%
9,405
-1,044
1772
$354K ﹤0.01%
15,634
+6,914
1773
$353K ﹤0.01%
+10,430
1774
$352K ﹤0.01%
12,813
-6,199
1775
$352K ﹤0.01%
2,834
-77
69 70
71
72 73