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
2201
$69K ﹤0.01%
2
2202
$67K ﹤0.01%
10,408
-10,975
2203
$65K ﹤0.01%
+765
2204
$63K ﹤0.01%
1,236
-1,857
2205
$61K ﹤0.01%
+12,191
2206
$61K ﹤0.01%
12,915
-7,085
2207
$61K ﹤0.01%
2,303
+863
2208
$58K ﹤0.01%
11,000
-969
2209
$58K ﹤0.01%
+8,000
2210
$56K ﹤0.01%
15,793
-2,885
2211
$51K ﹤0.01%
+14,000
2212
$50K ﹤0.01%
1,100
-90
2213
$44K ﹤0.01%
33,516
+11,544
2214
$33K ﹤0.01%
+3,250
2215
$32K ﹤0.01%
846
+8
2216
$29K ﹤0.01%
2
2217
$29K ﹤0.01%
11,350
-18,340
2218
$27K ﹤0.01%
12,000
2219
$26K ﹤0.01%
12,300
-30,424
2220
$26K ﹤0.01%
1,629
+393
2221
$26K ﹤0.01%
18,898
-300
2222
$24K ﹤0.01%
5
-2
2223
$22K ﹤0.01%
2,000
2224
$21K ﹤0.01%
18,325
2225
$18K ﹤0.01%
16,725
-400
87 88
89
90 91