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
2101
$192K ﹤0.01%
13,687
+3,305
2102
$190K ﹤0.01%
38,393
+9,758
2103
$190K ﹤0.01%
+1,733
2104
$189K ﹤0.01%
14,386
+986
2105
$189K ﹤0.01%
360
+76
2106
$188K ﹤0.01%
12,625
-3,975
2107
$188K ﹤0.01%
+12,625
2108
$185K ﹤0.01%
35,220
+11,000
2109
$184K ﹤0.01%
16,613
-400
2110
$183K ﹤0.01%
11,852
-70,000
2111
$181K ﹤0.01%
5,140
-50
2112
$180K ﹤0.01%
+15,300
2113
$175K ﹤0.01%
+15,042
2114
$174K ﹤0.01%
12,643
+503
2115
$173K ﹤0.01%
10,000
-7,500
2116
$172K ﹤0.01%
1,111
-411
2117
$171K ﹤0.01%
+13,226
2118
$169K ﹤0.01%
11,000
2119
$169K ﹤0.01%
20,000
-25,145
2120
$168K ﹤0.01%
22,611
-6,560
2121
$168K ﹤0.01%
8,750
-43,500
2122
$168K ﹤0.01%
+12,662
2123
$167K ﹤0.01%
+10,076
2124
$167K ﹤0.01%
11,172
2125
$165K ﹤0.01%
31,360
+15,466
83 84
85
86 87