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
2426
– –
-18,999
2427
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-13,251
2428
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-13,750
2429
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-11,169
2430
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-27,078
2431
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-12,500
2432
– –
-7,518
2433
– –
-15,800
2434
– –
-8,658
2435
– –
-18,254
2436
– –
-3,709
2437
– –
-7,682
2438
– –
-6,176
2439
– –
-1,520
2440
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-33,224
2441
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-15,028
2442
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-1,749
2443
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-34,700
2444
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-4,514
2445
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-4,572
2446
– –
-12,810
2447
– –
-42,462
2448
– –
-40,000
2449
– –
-9,394
2450
– –
-13,340
95 96 97
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