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
2001
$228K ﹤0.01%
34
-12
2002
$228K ﹤0.01%
+5,152
2003
$227K ﹤0.01%
2,011
-18
2004
$227K ﹤0.01%
5,476
-75
2005
$227K ﹤0.01%
+5,530
2006
$227K ﹤0.01%
15,775
+4,247
2007
$226K ﹤0.01%
6,954
-18,583
2008
$226K ﹤0.01%
7,835
-470
2009
$226K ﹤0.01%
49,531
-5,978
2010
$226K ﹤0.01%
+5,174
2011
$225K ﹤0.01%
9,535
-5,727
2012
$225K ﹤0.01%
+18,296
2013
$225K ﹤0.01%
30,817
-22,862
2014
$225K ﹤0.01%
4,250
-378
2015
$224K ﹤0.01%
+13,381
2016
$224K ﹤0.01%
24,099
-1,587
2017
$224K ﹤0.01%
2,968
-160
2018
$223K ﹤0.01%
+6,586
2019
$222K ﹤0.01%
+10,615
2020
$222K ﹤0.01%
7,625
-700
2021
$222K ﹤0.01%
9,170
+1,454
2022
$221K ﹤0.01%
+1,418
2023
$221K ﹤0.01%
37,130
-7,960
2024
$221K ﹤0.01%
21,013
-42,462
2025
$220K ﹤0.01%
23,908
+2,600
79 80
81
82 83