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
176
$26M 0.14%
514,461
+21,006
177
$25.9M 0.14%
310,306
+21,698
178
$25.7M 0.14%
620,640
-2,021
179
$25.5M 0.14%
306,481
+58,777
180
$25.4M 0.14%
763,709
-555
181
$25.4M 0.14%
329,886
+80,817
182
$25.1M 0.14%
1,274,001
+1,127,973
183
$24.8M 0.14%
590,344
+110,431
184
$24.4M 0.14%
836,404
-134,482
185
$24.4M 0.14%
295,034
+242,835
186
$24.4M 0.14%
402,943
-13,178
187
$24.3M 0.14%
471,734
+95,894
188
$24.2M 0.13%
667,311
+88,796
189
$24.2M 0.13%
1,740,686
-35,355
190
$23.9M 0.13%
725,130
+136,211
191
$23.8M 0.13%
1,383,778
+87,342
192
$23.6M 0.13%
222,825
-2,123
193
$23.4M 0.13%
1,509,480
-30,697
194
$23.3M 0.13%
171,511
+43,842
195
$23.3M 0.13%
482,383
+277,064
196
$23.2M 0.13%
2,285,913
+1,730,105
197
$23.1M 0.13%
322,414
+53,412
198
$22.9M 0.13%
551,293
+131,840
199
$22.8M 0.13%
485,839
+83,197
200
$22.8M 0.13%
793,768
+666,422
6 7
8
9 10