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
201
$22.5M 0.13%
287,145
+239,148
202
$22.5M 0.13%
416,072
+35,021
203
$22.5M 0.12%
292,229
-10,349
204
$22.3M 0.12%
229,678
-92
205
$22.3M 0.12%
1,435,400
-148,860
206
$22.2M 0.12%
1,330,014
-27,310
207
$22.1M 0.12%
632,287
+90,645
208
$22.1M 0.12%
562,247
+111,922
209
$22M 0.12%
168,579
-19,857
210
$21.9M 0.12%
167,232
+19,530
211
$21.9M 0.12%
+492,584
212
$21.8M 0.12%
201,511
+11,221
213
$21.6M 0.12%
329,048
+12,269
214
$21.5M 0.12%
616,794
+576,766
215
$21.5M 0.12%
542,287
+467,635
216
$21.3M 0.12%
256,312
+78,081
217
$21.1M 0.12%
864,504
+367,993
218
$21.1M 0.12%
627,871
-4,241
219
$20.9M 0.12%
492,162
+296,595
220
$20.7M 0.12%
326,515
+149,092
221
$20.7M 0.11%
307,898
+240,475
222
$20.6M 0.11%
230,569
+16,686
223
$20.6M 0.11%
1,036,912
-164,256
224
$20.5M 0.11%
203,512
+49,619
225
$20.5M 0.11%
315,005
+188,710
7 8
9
10 11