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
2076
$206K ﹤0.01%
+4,736
2077
$206K ﹤0.01%
93
-3
2078
$206K ﹤0.01%
11,078
-22,235
2079
$205K ﹤0.01%
18,605
-65,705
2080
$205K ﹤0.01%
9,011
-14,203
2081
$205K ﹤0.01%
4,424
-25
2082
$205K ﹤0.01%
18,273
-28,540
2083
$205K ﹤0.01%
+6,700
2084
$205K ﹤0.01%
+4,800
2085
$204K ﹤0.01%
2,245
-62
2086
$204K ﹤0.01%
3,950
-75
2087
$203K ﹤0.01%
+6,910
2088
$202K ﹤0.01%
6,506
-150
2089
$201K ﹤0.01%
+1,665
2090
$201K ﹤0.01%
15,803
+117
2091
$201K ﹤0.01%
9,540
-8,046
2092
$200K ﹤0.01%
14,496
-192,499
2093
$200K ﹤0.01%
+6,460
2094
$200K ﹤0.01%
7,725
-288,607
2095
$198K ﹤0.01%
15,080
-42,657
2096
$198K ﹤0.01%
12,182
-220,210
2097
$194K ﹤0.01%
+10,000
2098
$193K ﹤0.01%
16,921
+808
2099
$193K ﹤0.01%
+18,855
2100
$192K ﹤0.01%
29,472
-11,768
82 83
84
85 86