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
2301
– –
-20,000
2302
– –
-25,128
2303
– –
-9,226
2304
– –
-36,750
2305
– –
-901
2306
– –
-14,111
2307
– –
-33,574
2308
– –
-22,252
2309
– –
-19,926
2310
– –
-11,360
2311
– –
-16,880
2312
– –
-8,900
2313
– –
-11,358
2314
– –
-43,439
2315
– –
-930,010
2316
– –
-73,588
2317
– –
-12,500
2318
– –
-52,076
2319
– –
-13,447
2320
– –
-16,865
2321
– –
-24,399
2322
– –
-30,200
2323
– –
-7,715
2324
– –
-158,339
2325
– –
-16,549
91 92
93
94 95