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
2126
$165K ﹤0.01%
+2,422
2127
$165K ﹤0.01%
24,372
+844
2128
$164K ﹤0.01%
+30,614
2129
$162K ﹤0.01%
+11,693
2130
$161K ﹤0.01%
10,923
2131
$160K ﹤0.01%
14,485
+134
2132
$160K ﹤0.01%
+4,838
2133
$159K ﹤0.01%
+13,961
2134
$158K ﹤0.01%
+15,600
2135
$158K ﹤0.01%
12,848
-1,186
2136
– –
0
2137
$156K ﹤0.01%
18,400
-19,356
2138
$154K ﹤0.01%
2,747
-1,292
2139
$153K ﹤0.01%
+10,320
2140
$150K ﹤0.01%
11,300
2141
$149K ﹤0.01%
2,540
-186
2142
$148K ﹤0.01%
11,508
-6,007
2143
$144K ﹤0.01%
3,494
+1,831
2144
$143K ﹤0.01%
+19,999
2145
$140K ﹤0.01%
16,806
-214
2146
$139K ﹤0.01%
14,171
-6,350
2147
$137K ﹤0.01%
+43,400
2148
$136K ﹤0.01%
10,417
-5,706
2149
$136K ﹤0.01%
11,336
+222
2150
$135K ﹤0.01%
2,147
-68
84 85
86
87 88