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
1951
$254K ﹤0.01%
+2,373
1952
$254K ﹤0.01%
+1,159
1953
$251K ﹤0.01%
6,628
+12
1954
$251K ﹤0.01%
10,872
-37,680
1955
$251K ﹤0.01%
4,644
+2,705
1956
$251K ﹤0.01%
55,455
+12,347
1957
$250K ﹤0.01%
+5,086
1958
$250K ﹤0.01%
+9,514
1959
$250K ﹤0.01%
+33,096
1960
$249K ﹤0.01%
+5,017
1961
$248K ﹤0.01%
21,696
-4,206
1962
$247K ﹤0.01%
17,330
-22,220
1963
$247K ﹤0.01%
3,634
-3,015
1964
$246K ﹤0.01%
4,868
-1,527
1965
$244K ﹤0.01%
9,286
-465
1966
$243K ﹤0.01%
8,630
+699
1967
$242K ﹤0.01%
+8,835
1968
$242K ﹤0.01%
5,175
-1,298
1969
$242K ﹤0.01%
2,444
-196
1970
$242K ﹤0.01%
6,941
-2
1971
$242K ﹤0.01%
+4,909
1972
$241K ﹤0.01%
16,028
-2,849
1973
$241K ﹤0.01%
5,057
-130
1974
$241K ﹤0.01%
+6,515
1975
$241K ﹤0.01%
3,818
-39
77 78
79
80 81