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
1926
$269K ﹤0.01%
+6,619
1927
$269K ﹤0.01%
11,845
-1,962
1928
$268K ﹤0.01%
7,158
-176
1929
$267K ﹤0.01%
2,158
+37
1930
$267K ﹤0.01%
5,908
-300
1931
$267K ﹤0.01%
10,829
-4,251
1932
$265K ﹤0.01%
10,511
-1,479
1933
$264K ﹤0.01%
22,283
+1,529
1934
$263K ﹤0.01%
11,810
-15,580
1935
$263K ﹤0.01%
1,835
+28
1936
$263K ﹤0.01%
20,476
+65
1937
$262K ﹤0.01%
7,835
-700
1938
$262K ﹤0.01%
5,654
-1,802
1939
$261K ﹤0.01%
10,236
+1,062
1940
$260K ﹤0.01%
8,220
-1,697
1941
$260K ﹤0.01%
+2,422
1942
$260K ﹤0.01%
2,118
+18
1943
$259K ﹤0.01%
+15,267
1944
$258K ﹤0.01%
9,234
-58
1945
$258K ﹤0.01%
+10,884
1946
$257K ﹤0.01%
+19,192
1947
$257K ﹤0.01%
9,850
+2,157
1948
$256K ﹤0.01%
9,387
-31,949
1949
$255K ﹤0.01%
10,829
-1,408
1950
$255K ﹤0.01%
11,838
+790
76 77
78
79 80