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 12.55%
3 Industrials 10.61%
4 Financials 9.76%
5 Energy 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$18K ﹤0.01%
25,000
2227
$17K ﹤0.01%
1
2228
– –
0
2229
$13K ﹤0.01%
24,500
-24,500
2230
$10K ﹤0.01%
400
2231
$8K ﹤0.01%
1,500
2232
$7K ﹤0.01%
7
2233
$7K ﹤0.01%
50
2234
$6K ﹤0.01%
10,670
2235
– –
-10,775
2236
– –
-3,480
2237
– –
-29,120
2238
– –
-3,492
2239
– –
-21,956
2240
– –
-50,300
2241
– –
-16,278
2242
– –
-396,551
2243
– –
-75,447
2244
– –
-10,498
2245
– –
-37,740
2246
– –
-12,256
2247
– –
-8,466
2248
– –
-132,729
2249
– –
-108,498
2250
– –
-88,226
88 89
90
91 92