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
2301
– –
-4,193
2302
– –
-42,675
2303
– –
-3,813
2304
– –
-12,775
2305
– –
-22,000
2306
– –
-40,984
2307
– –
-10,521
2308
– –
-14,945
2309
– –
0
2310
– –
-8,527
2311
– –
-23,702
2312
– –
-534
2313
– –
-13,195
2314
– –
-31,906
2315
– –
-2,500
2316
– –
-14,420
2317
– –
-37,849
2318
– –
-6,889
2319
– –
-29,899
2320
– –
-56,559
2321
– –
-60,966
2322
– –
-7,715
2323
– –
-158,339
2324
– –
-16,549
2325
– –
-21,510
91 92
93
94 95