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
2051
$215K ﹤0.01%
+11,081
2052
$215K ﹤0.01%
+10,056
2053
$214K ﹤0.01%
+2,924
2054
$213K ﹤0.01%
+3,854
2055
$213K ﹤0.01%
5,495
-113
2056
$213K ﹤0.01%
+19,989
2057
$212K ﹤0.01%
+7,100
2058
$212K ﹤0.01%
202
-67
2059
$211K ﹤0.01%
+5,669
2060
$211K ﹤0.01%
+1,826
2061
$210K ﹤0.01%
35,795
+8,963
2062
$210K ﹤0.01%
11,992
-1,453
2063
$210K ﹤0.01%
+10,383
2064
$209K ﹤0.01%
+786
2065
$209K ﹤0.01%
+3,223
2066
$209K ﹤0.01%
18,310
-1,750
2067
$209K ﹤0.01%
5,988
-1,685
2068
$209K ﹤0.01%
+4,338
2069
$208K ﹤0.01%
10,908
-275
2070
$208K ﹤0.01%
13,070
+1,500
2071
$208K ﹤0.01%
+4,510
2072
$207K ﹤0.01%
+3,092
2073
$207K ﹤0.01%
+8,907
2074
$206K ﹤0.01%
30,629
+5,056
2075
$206K ﹤0.01%
+5,387
81 82
83
84 85