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
2151
$133K ﹤0.01%
2,950
-20,719
2152
$130K ﹤0.01%
10,000
2153
$129K ﹤0.01%
515
2154
$128K ﹤0.01%
26,547
+8,225
2155
$128K ﹤0.01%
+11,656
2156
$126K ﹤0.01%
6,554
-3,766
2157
$125K ﹤0.01%
74,925
+63,425
2158
$122K ﹤0.01%
11,913
+1,455
2159
$122K ﹤0.01%
12,096
+936
2160
$121K ﹤0.01%
+4,814
2161
$121K ﹤0.01%
12,721
+1,069
2162
$119K ﹤0.01%
10,100
-2,682
2163
$119K ﹤0.01%
51,475
-9,000
2164
$118K ﹤0.01%
+11,778
2165
$117K ﹤0.01%
10,995
-8,602
2166
$110K ﹤0.01%
6,552
-1,576
2167
$110K ﹤0.01%
21,265
+2,000
2168
$108K ﹤0.01%
12,189
-194
2169
$108K ﹤0.01%
9,656
2170
$107K ﹤0.01%
10,800
2171
$106K ﹤0.01%
23,400
2172
$105K ﹤0.01%
13,400
-2,000
2173
$105K ﹤0.01%
+10,290
2174
$104K ﹤0.01%
+15,000
2175
$104K ﹤0.01%
13,931
-52,715
85 86
87
88 89