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
1776
$352K ﹤0.01%
+12,921
1777
$350K ﹤0.01%
12,096
+788
1778
$350K ﹤0.01%
21,904
+4,936
1779
$349K ﹤0.01%
12,370
-1,971
1780
$349K ﹤0.01%
8,076
+251
1781
$349K ﹤0.01%
12,945
+504
1782
$349K ﹤0.01%
6,760
+1,155
1783
$349K ﹤0.01%
3,150
-2,327
1784
$348K ﹤0.01%
18,322
-2,028
1785
$348K ﹤0.01%
12,993
+5,468
1786
$348K ﹤0.01%
4,900
+748
1787
$347K ﹤0.01%
1,633
+14
1788
$347K ﹤0.01%
+20,299
1789
$346K ﹤0.01%
8,644
-20
1790
$345K ﹤0.01%
17,146
-3,097
1791
$343K ﹤0.01%
+10,217
1792
$343K ﹤0.01%
15,600
-900
1793
$342K ﹤0.01%
11,259
+2,799
1794
$342K ﹤0.01%
26,185
-34,564
1795
$341K ﹤0.01%
10,022
+98
1796
$340K ﹤0.01%
14,114
-197
1797
$340K ﹤0.01%
8,065
+830
1798
$340K ﹤0.01%
16,342
+1,840
1799
$339K ﹤0.01%
80,934
+65,009
1800
$338K ﹤0.01%
35,000
70 71
72
73 74