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
1876
$302K ﹤0.01%
7,094
+66
1877
$302K ﹤0.01%
70,897
+5,960
1878
$301K ﹤0.01%
4,015
-987
1879
$301K ﹤0.01%
12,535
-980
1880
$300K ﹤0.01%
6,623
-949
1881
$299K ﹤0.01%
+5,807
1882
$299K ﹤0.01%
+3,653
1883
$298K ﹤0.01%
3,356
-3
1884
$298K ﹤0.01%
5,956
+1,385
1885
$298K ﹤0.01%
18,875
+2,865
1886
$296K ﹤0.01%
13,113
-6,153
1887
$294K ﹤0.01%
11,965
-4,950
1888
$294K ﹤0.01%
17,950
-900
1889
$293K ﹤0.01%
5,227
-402
1890
$291K ﹤0.01%
56,139
+26,244
1891
$291K ﹤0.01%
11,700
1892
$291K ﹤0.01%
6,233
-52
1893
$290K ﹤0.01%
+19,170
1894
$290K ﹤0.01%
+16,106
1895
$289K ﹤0.01%
+6,473
1896
$288K ﹤0.01%
34,529
+8,935
1897
$288K ﹤0.01%
+2,527
1898
$286K ﹤0.01%
9,425
-269
1899
$284K ﹤0.01%
+6,717
1900
$283K ﹤0.01%
11,945
+230
74 75
76
77 78