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
2176
$102K ﹤0.01%
58
-1
2177
$100K ﹤0.01%
+10,775
2178
$99K ﹤0.01%
+18,265
2179
$97K ﹤0.01%
8,739
+64
2180
$97K ﹤0.01%
14,003
-45,427
2181
$96K ﹤0.01%
10,717
-2,119
2182
$95K ﹤0.01%
13,533
+7,588
2183
$93K ﹤0.01%
12,000
+1,710
2184
$93K ﹤0.01%
+14,664
2185
$90K ﹤0.01%
21,812
+1,102
2186
$89K ﹤0.01%
2,450
+5
2187
$88K ﹤0.01%
535
-110
2188
$88K ﹤0.01%
2,720
+180
2189
$86K ﹤0.01%
12,900
-20,781
2190
$84K ﹤0.01%
27,100
-5,921
2191
$80K ﹤0.01%
11,600
+700
2192
$80K ﹤0.01%
8,226
-211
2193
$80K ﹤0.01%
50,000
-25,000
2194
$79K ﹤0.01%
23,146
-422
2195
$75K ﹤0.01%
+14,702
2196
$75K ﹤0.01%
34,938
+10,052
2197
$72K ﹤0.01%
+18,315
2198
$72K ﹤0.01%
68,032
-25,165
2199
$70K ﹤0.01%
405
-162
2200
$69K ﹤0.01%
+1,105
86 87
88
89 90