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
2251
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-3,480
2252
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-29,120
2253
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-3,492
2254
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-21,956
2255
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2256
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-16,278
2257
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-396,551
2258
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-75,447
2259
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-10,498
2260
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-37,740
2261
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-12,256
2262
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-8,466
2263
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-132,729
2264
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-108,498
2265
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-88,226
2266
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2267
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2268
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-28,000
2269
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-46,966
2270
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-38,945
2271
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-22,674
2272
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-8,206
2273
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-155,456
2274
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-11,048
2275
– –
-41,445
89 90
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92 93