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
2401
– –
-22,552
2402
– –
-15,726
2403
– –
-10,199
2404
– –
-46,596
2405
– –
-11,512
2406
– –
-11,137
2407
– –
-39,827
2408
– –
0
2409
– –
-29,009
2410
– –
-11,980
2411
– –
-7,952
2412
– –
-3,777
2413
– –
-12,140
2414
– –
-31,465
2415
– –
-79,163
2416
– –
-47,237
2417
– –
-2,802
2418
– –
-25,283
2419
– –
-125,608
2420
– –
-2,060
2421
– –
-15,000
2422
– –
-48,822
2423
– –
-11,072
2424
– –
-14,208
2425
– –
-15,000
95 96
97
98 99