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
1826
$328K ﹤0.01%
8,561
-1,720
1827
$328K ﹤0.01%
6,023
-707
1828
$328K ﹤0.01%
2,819
+93
1829
$327K ﹤0.01%
8,452
+917
1830
$327K ﹤0.01%
39,363
+13,963
1831
$327K ﹤0.01%
4,009
+1,390
1832
$327K ﹤0.01%
16,840
-1,985
1833
$326K ﹤0.01%
+8,650
1834
$326K ﹤0.01%
41,424
+13,064
1835
$326K ﹤0.01%
+24,119
1836
$322K ﹤0.01%
8,803
+3,714
1837
$321K ﹤0.01%
10,819
+1,231
1838
$321K ﹤0.01%
18,900
-1,843
1839
$320K ﹤0.01%
5,504
-1,311
1840
$319K ﹤0.01%
+10,450
1841
$319K ﹤0.01%
11,975
-2,760
1842
$318K ﹤0.01%
+4,822
1843
$318K ﹤0.01%
10,005
-88
1844
$318K ﹤0.01%
12,847
+759
1845
$318K ﹤0.01%
6,713
-8,160
1846
$317K ﹤0.01%
+5,977
1847
$317K ﹤0.01%
+12,715
1848
$317K ﹤0.01%
+5,769
1849
$316K ﹤0.01%
30,582
-450
1850
$314K ﹤0.01%
22,312
+840
72 73
74
75 76