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
2351
– –
-5,979
2352
– –
-10,600
2353
– –
-3,960
2354
– –
-4,986
2355
– –
-4,231
2356
– –
-13,037
2357
– –
-7,046
2358
– –
-14,158
2359
– –
-10,416
2360
– –
-101,698
2361
– –
-5,128
2362
– –
-29,468
2363
– –
-26,771
2364
– –
-12,849
2365
– –
-2,823
2366
– –
-2,069
2367
– –
-43,192
2368
– –
-19,266
2369
– –
-8,743
2370
– –
-15,316
2371
– –
-39,800
2372
– –
-123,698
2373
– –
-5,561
2374
– –
-14,173
2375
– –
-9,500
93 94
95
96 97